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T. ROWE PRICE INSIGHTS

Ahead of the Curve

Read the latest monthly insights from our Fixed Income CIO, Arif Husain

JANUARY 2025    

Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios

Discover contrarian strategies that active fixed income managers can apply.

 

DECEMBER 2024

Ahead of the Curve: The calm before the storm — The outlook for Treasury yields

Expect higher Treasury yields as fiscal policies evolve.

 

OCTOBER 2024

Could a 5% 10-year Treasury yield be around the corner?

Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.

 

AUGUST 2024

San Andreas fault of finance shakes the markets

Monetary tightening in Japan is rearranging global capital flows.

 

JULY 2024

Ahead of the Curve
“Shadow banking system” creates a trickier path for the Fed

From the Field

MAY 2024

Ahead of the Curve
Three Fed scenarios, same result: higher yields, steeper curves 

From the Field

April 2024

Adding emerging market debt exposure? Look to local bonds. 

From the Field

MarCH 2024

Current market inflation expectations are ridiculous 

From the Field

 


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