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Market Outlooks
Back to School: Answers to our Most Frequently Asked Questions
Read the full commentary for insight on earnings, data, macro, and other key factors affecting the US economy.
Market Outlooks
Weekly Macro Update: ECB Easing and Trade De-escalation Boost Markets
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The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.
Market Outlooks
AAM Viewpoints: Global Monetary Policy: Easing Like Sunday Morning
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In anticipation of the Federal Reserve lowering rates next week at their meeting and the announcement this week that the European Central Bank (ECB) reduced rates to -0.50% and increased their purchasing of bonds a month, we believe it to be worthwhile to look at where we may be headed in policy and market action. Now we may be accused of being a bit presumptive about a future event such as an interest rate cut next week, however, we feel a bit confident in that the market is currently pricing in a 99.9% chance of a rate cut according to the Fed Fund Futures.
Market Outlooks
Global Markets Weekly Update: September 13, 2019
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Market Week in Review: What's in the box? Unpacking the ECB's new stimulus package.
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On the latest edition of Market Week in Review, Senior Investment Strategist Paul Eitelman and Head of AIS Business Solutions Sophie Antal Gilbert discussed the European Central Bank (ECB)’s new stimulus package, positive developments in the China-U.S. trade war and the recent rise in value stocks.
Policy and Regulatory Commentary
Washington Update: What Could A Federal Data Privacy Bill Look Like?
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About a month ago, we advised readers that they should look to the states, rather than Congress, to see substantial progress on data privacy legislation over the next few months.
Market Outlooks
How EM Investors Can Succeed in a Dovish Monetary Backdrop
EM could form an important source of real income if central banks remain dovish, but focus should stay on fundamentals.
Market Outlooks
Fed Did Not MOVE Enough, Bond Index Suggests
We believe the Fed's 25-basis-point July cut was a policy error. The MOVE Index signaled that it was not an insurance cut.