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Market Outlooks
Global Weekly Commentary: New regime fuels narrative flip flops
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We‘re in an unprecedented macro environment that is driving constant shifts in the market narrative: from hopes of avoiding recession to fears good macro news could be bad for markets in just a few months. We see the market moving with data as if we’re in a normal business cycle.
Market Outlooks
Global Markets Weekly Update: September 08, 2023
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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: Favoring short-term bonds long term
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Sovereign bond yields have surged this year, with U.S. long-term yields hitting 16-year highs last month. We prefer short-term government bonds over credit. We go underweight high quality credit on a strategic view of five years and longer and trim our overall underweight to sovereign bonds.
Market Outlooks
Global Markets Weekly Update: September 01, 2023
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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 Investment Commentary: Post-Jackson, it’s time to start filling duration holes
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With the anticipated end of the U.S. rate hiking cycle as a backdrop, we analyzed the returns of the broad bond market versus short-term Treasuries during historical periods when the Fed paused (Figure 2).
Market Outlooks
Global Markets Weekly Update: August 25, 2023
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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 Investment Commentary: Where to invest if consumer strength fades
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A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.