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Market Outlooks
Weekly Macro Update: Coiled Spring
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Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring".
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
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Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.
Market Outlooks
Global Markets Weekly Update: April 30, 2021
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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
Weekly Macro Update: Time to Start Thinking About Thinking
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The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
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A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.
Market Outlooks
Global Markets Weekly Update: April 23, 2021
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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
Weekly Macro Update: Investing Around the Next Round of Russia Sanctions
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Markets have learned to brace for each new set of measures, but now it’s more important to watch for any evolution in the bilateral relationship.
Market Outlooks
Global Weekly Commentary: Why we like emerging market assets
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We see the economic restart and greater stability in U.S. government bond yields - as indicated by our new nominal theme - supporting emerging market assets over coming months. Their valuations appear relatively attractive in a world of low yields after a choppy start to the year.
Market Outlooks
Global Markets Weekly Update: April 16, 2021
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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.