How could AI impact the broad economy? Host Jennifer Martin is joined by Blerina Uruçi, Chief U.S. Economist, and Kimberly Johnson, Chief Operating...

July 2024 / MARKETS & ECONOMY

Stabilizing China’s housing market is a work in progress

Stabilizing China’s housing market is a work...

We view China’s latest housing market support plan as a step in the right direction.

By Sheldon Chan, Christopher J. Kushlis & Leonard Kwan

July 2024 / VIDEO

Growing pains and opportunity: Analyzing what's next in the AI boom

Growing pains and opportunity: Analyzing...

David Giroux explains why AI is likely to be deflationary over time and why he likes...

By David R. Giroux

David R. Giroux Head of Investment Strategy and Chief Investment Officer

June 2024 / MULTI-ASSET

The hottest debate in asset allocation: Value vs. Growth

The hottest debate in asset allocation: Value...

On the Asset Allocation Committee (AAC), we like value stocks as a tactical trade...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

Beyond tech: harnessing AI's potential for innovation and growth

Beyond tech: harnessing AI's potential for...

Beyond the technology sector, how is artificial intelligence being used in...

The rise of Artificial Intelligence - Transforming Our World

The rise of Artificial Intelligence - Transforming...

The speed of innovation and acceleration of the AI cycle has taken the market by storm

May 2024 / FIXED INCOME

Perspectives on securitized credit

Following an extended rally, T. Rowe Price's securitized credit team discusses the...

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

How aquatic alliances work to support ocean sustainability

How aquatic alliances work to support ocean...

The world's oceans serve critical functions for communities, economies, and ecosystems.

Sustainable Investing – Can Impact be Feasibly Measured?

Sustainable Investing – Can Impact be Feasibly...

Innovations in finance are working to support more sustainable development efforts in the blue economy.

Can Innovations in Finance Really Support the Blue Economy?

Can Innovations in Finance Really Support...

The economic potential of the world’s oceans and water resources is immense, including areas such as transportation, renewable energy, aquaculture ...

Water Stress—The Hidden Risk in Latin America

Water security is vital for sustainable development. South America has seemingly abundant supplies of the world’s clean water resources.

How are Emerging Markets Confronting El Niño and Climate Risks?

How are Emerging Markets Confronting El Niño...

The blue economy faces many challenges, particularly as water resources come under pressure from overuse, pollution, or climate-related risks.

Discovering the Potential of the Blue Economy Through Sustainable Development

Discovering the Potential of the Blue Economy...

Dive into the world of the blue economy.

Global Markets Weekly Update

2025 Global Market Outlook

April 2025 / FROM THE FIELD

The losers and (relative) winners of Trump's shapeshifting tariff war

The losers and (relative) winners of Trump's...

Despite the 90-day pause on most of the more extreme tariffs, the outlook for the global economy remains highly uncertain.

By T. Rowe Price

T. Rowe Price

April 2025 / article

Trump's tariffs: More detail, less certainty

Economic pain eventually could lead to tariff relief, but a return to normal seems unlikely.

By T. Rowe Price

T. Rowe Price

April 2025 / article

Tariffs: What investors need to know

Explore the potential effects of expanded tariffs on U.S. and global markets.

By T. Rowe Price

T. Rowe Price

April 2025 / article

Impact of Trump Reciprocal Tariffs on Asian Markets

Impact of Trump Reciprocal Tariffs on Asian...

Chris Kushlis, Chief Emerging Markets Macro Strategist at T. Rowe Price, shares his views on the implications of Trump’s “reciprocal tariffs” on Asian

By T. Rowe Price

T. Rowe Price

March 2025 / From the Field

CryptoFOMO: Are digital assets becoming a risk‑off trade?

CryptoFOMO: Are digital assets becoming a...

A neophyte’s guide to cryptocurrencies.

By T. Rowe Price

T. Rowe Price

March 2025 / From the Field

November 2024 / From the Field

T. Rowe Price

November 2024 / On the Horizon

Mapping the path from slowdown to recovery

The world is transitioning to manufacturing-led growth.

By T. Rowe Price

T. Rowe Price

November 2024 / VIDEO

Justin Thomson Head of International Equity and CIO

October 2024 / MARKETS & ECONOMY

Friendshoring is reconfiguring global trade

Opportunities arise for the West’s allies to plug supply deficits.

By Roy Adkins, Ivan Morozov & Elliot Shue

October 2024 / VIDEO

The Fed’s big cut may favor high yield bonds

The Fed’s September rate cut reduced the risk of a recession. High yield bonds may...

By Ross Abaya

Ross Abaya Relationship Manager

October 2024 / EQUITY

Are we partying like it’s 1999 again?

AI versus Dotcom: There are some similarities, yet also key differences.

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist

16 September 2024 / MARKETS & ECONOMY

How healthy is the U.S. labor market?

The Federal Reserve appears ready to cut rates. Job growth will be key for how stocks...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2024 / MULTI-ASSET

Will government debt boil the frog?

How much should investors worry about the ballooning U.S. government debt?

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

August 2024 / MULTI-ASSET

Manic market not a reason for investors to panic

Manic market not a reason for investors to...

Recent market volatility appears to reflect extreme risk-on sentiment and positioning.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

August 2024 / EQUITY

Why balance is important amid equity market volatility

Why balance is important amid equity market...

Geopolitics, sticky inflation, and peaking earnings growth point to elevated volatility. ...

By David J. Eiswert & Nabil Hanano

August 2024 / MARKETS & ECONOMY

Why U.S. fiscal policy will matter even more after the election

Why U.S. fiscal policy will matter even more...

The next U.S. president faces a significant fiscal cliff in his or her first 12 months...

By Gilad Fortgang

Gilad Fortgang Associate Analyst

August 2024 / EQUITY

How do U.S. elections affect stock market performance?

How do U.S. elections affect stock market...

It’s the economy that matters for U.S. presidential elections and stocks.

By Thomas Poullaouec & Nathan Wang

July 2024 / MULTI-ASSET

Could the Volatility Index (VIX) be broken?

The VIX has recently displayed a more subdued reaction to market sell-offs than expected....

By Rory Boath

Rory Boath Associate Execution Strategist

July 2024 / MARKETS & ECONOMY

How the U.S. election could impact the financials sector

How the U.S. election could impact the financials...

Next president will determine whether financial regulators will mount up or stand...

By Gilad Fortgang

Gilad Fortgang Associate Analyst

July 2024 / MULTI-ASSET

The inflation roller coaster

Diverging trends in goods and services prices complicate the inflation outlook.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

July 2024 / MULTI-ASSET

Active investing is suited to the uncertain markets ahead

Active investing is suited to the uncertain...

Changing market conditions will provide new risks and opportunities.

By Robert W. Sharps

Robert W. Sharps Chair of the Board, Chief Executive Officer and President

July 2024 / EQUITY

South Korea value-up: Lessons from Japan

South Korea’s “Corporate Value-Up Program” is modeled after similar reforms in Japan.

By Ernest C. Yeung

Ernest C. Yeung Portfolio Manager

June 2024 / EQUITY

The quality factor: Its impact, foundation, and evolution

The quality factor: Its impact, foundation,...

Secular components have become an important part of quality investing.

By Laurence Taylor & Adam Karp

June 2024 / MULTI-ASSET INSIGHTS

Navigating the model portfolio landscape

Key considerations for model selection and implementation.

By Erin Garrett, Christine Johnson & Christina Kellar

June 2024 / EQUITY

China’s economy enters a new cycle—unveiling fresh opportunities

China’s economy enters a new cycle—unveiling...

China’s economy has undergone a deep structural adjustment.

By Wenli Zheng

Wenli Zheng Portfolio Manager

June 2024 / MULTI-ASSET

A new era for commodities?

We may be on the cusp of another period of strong commodity returns.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2024 / VIDEO

AI perspectives from portfolio manager Dom Rizzo

AI perspectives from portfolio manager Dom...

By Dominic Rizzo

Dominic Rizzo Portfolio Manager

May 2024 / MARKETS & ECONOMY

What factors are driving U.S. exceptionalism, and will they last?

What factors are driving U.S. exceptionalism,...

U.S. economic growth has outperformed other developed markets, and inflation has...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

May 2024 / VIDEO

Hedging inflation risk

Recession fears are fading, but inflation concerns are on the rise.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2024 / FIXED INCOME

The benefits of hedged diversification

Non-U.S. bonds currently offer higher yields on a currency-hedged basis

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2024 / ASSET ALLOCATION

Let’s get real (about interest rates)

Higher real rates in the coming years might favor value stocks

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

April 2024 / QUARTERLY MARKET REVIEW

Global Markets Quarterly Update

For First Quarter 2024

202502-4181258

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