report by BlackRock
Results for ""
Market Outlooks
What's Next for Value Stocks
This piece is approved to use with clients.
We believe that the value rally has room to run and are finding opportunities in select cyclical sectors and dividend payers.
Market Outlooks
Global Markets Weekly Update: May 07, 2021
This piece is approved to use with clients.
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: Mind the (rate expectation) gap
This piece is approved to use with clients.
Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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: Why we remain pro-risk
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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: Why we like emerging market assets
This piece is approved to use with clients.
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.