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Market Outlooks
Weekly Market Compass: Inflation, monetary policy, earnings and more
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I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favorite Grateful Dead songs, “What a long strange trip it’s been.
Fixed Income Insights
Weekly Fixed Income Commentary: U.S. inflation miss leaves Treasury yields mixed
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Long-end U.S. Treasury yields rose again, though front-end yields fell on softer-than-expected inflation numbers.
Market Outlooks
Weekly Investment Commentary: Don’t shrink from the Fed’s balance sheet runoff
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What a difference five years makes. Today’s backdrop for balance sheet reduction bears little resemblance to the last time the Fed initiated QT in September 2017.
Market Outlooks
Global Markets Weekly Update: April 14, 2022
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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 Market Compass: Some ‘silver linings’ I see in markets today
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Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on hawkish Fed rhetoric
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Long-end U.S. Treasury yields rose again amid hawkish comments from Federal Reserve (Fed) officials signaling balance sheet runoff to start next month.
Market Outlooks
Weekly Investment Commentary: Market turmoil shines a light on 60/40 conundrum
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History has not repeated. Comparing the 2022 market correction to history, the glaring difference is the performance of traditional fixed income.