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Market Outlooks
The Fed hikes once more
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: Opportunities for when the Fed’s recession knocks
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This anticipated environment of interest rate stability could (we hope and expect) create attractive opportunities in the taxable fixed income arena. In particular, we favor spread sectors that offer compelling yields that should avoid excessive spread widening — even during the mild recession we anticipate will occur later in 2023.
Market Outlooks
Global Weekly Commentary: Income in the new macro regime
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Income is back as a portfolio driver as we see interest rates staying high in the new regime of macro and market volatility. We like bonds for income even if we don’t expect them to offset risk-asset slides as much as they did in the past – or gain in price from falling yields.
Market Outlooks
Global Markets Weekly Update: April 28, 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: When rates are steady, munis will be ready
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Across the municipal bond landscape, we prefer pairing credit risk with duration risk.
Market Outlooks
Global Weekly Commentary: EM assets have the edge – for now
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Our new playbook calls for quickly shifting portfolios based on how much damage is priced in.