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Current Market Events
The current market environment and its impact on stocks, bonds, and the economy.
Will new long-term debt holders effectively discipline banks?
New U.S. regional bank debt can lower the odds of a default and help reduce the cost of a failed bank, but this requires holders to discipline riskier banks.
Is the market broadening?
While the overall quality of small-caps has diminished, relative valuations are at historically attractive extremes.
Insights on multi-asset investing: Macro-implied earnings
The narrative du jour is that inflation is bad for stocks, but inflation actually turns out to be good for earnings.
Putting cash to work
Trillions of dollars are parked in U.S. money market funds. Where and when investors move these assets next could impact stock and bond returns in 2024.
Attractive yields but narrow spreads: The credit dilemma
Yields in many credit sectors are near multi-decade highs, but credit spreads are relatively narrow and the distinct risk of an economic or financial market recession looms eventually.
Three important insights from 2023
Bond yields have rebounded, the Magnificent 7 should be viewed as a separate asset class, and the Fed has pivoted.
Investing in China means embracing discomfort
Sentiment toward China is weak, but opportunities exist for investors who seek them.
Seize the opportunities in a new era for global equities
We are operating in a different environment. The equilibrium path has changed, and equity investors need to adapt.
202402-3385657
Contact your T. Rowe Price representative to find out how we can take your plan to the next level.