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Market Outlooks
Global Weekly Commentary: A consequential election
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The U.S. election is taking place against a historic backdrop of a pandemic, recession and domestic strife. The outcome could have significant implications for key policy areas: fiscal stimulus, public investment, taxation, regulation and foreign affairs.
Market Outlooks
U.S. Presidential Elections and Stock Markets
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Historically, market returns helped predict presidential election outcomes, but using election dates for market timing is inconclusive.
Market Outlooks
Global Markets Weekly Update: September 25, 2020
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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: Investors Beware! Trump & Biden Agree On Something!
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China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Market Outlooks
Global Markets Weekly Update: September 18, 2020
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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
Global Weekly Commentary: Greater inflation risks ahead
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We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
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The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.
Market Outlooks
Global Markets Weekly Update: September 11, 2020
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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.