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May 2025 / GLOBAL FIXED INCOME

Ahead of the Curve

May 2025 / Ahead of the Curve

Tariffs add to a toxic combination for U.S. Treasuries

Tariffs add to a toxic combination for U.S. Treasuries

Tariffs add to a toxic combination for U.S....

Explore the impact of tariffs on inflation and U.S. Treasury yields.

By T. Rowe Price

T. Rowe Price


Previous Blogs

March 2025 / Ahead of the Curve

A contrarian scenario comes true on remarkable German fiscal push

A contrarian scenario comes true on remarkable German fiscal push

A contrarian scenario comes true on remarkable...

Germany’s fiscal expansion reshapes global bond markets.

February 2025 / From the Field

Ahead of the Curve: How U.S. immigration changes could impact inflation and the Fed

Ahead of the Curve: How U.S. immigration changes could impact inflation...

Ahead of the Curve: How U.S. immigration...

Explore how immigration changes may influence inflation and Fed policy.

January 2025 / Fixed Income

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

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

Ahead of the Curve: Consensus is totally...

Discover contrarian strategies that active fixed income managers can apply.

December 2024 / Fixed Income

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

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

Ahead of the Curve: The calm before the storm...

Expect higher Treasury yields as fiscal policies evolve.

October 2024 / FIXED INCOME

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

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

Could a 5% 10-year Treasury yield be around...

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

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

September 2024 / FIXED INCOME

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault...

Monetary tightening in Japan is rearranging global capital flows.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

July 2024 / FIXED INCOME

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

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

Ahead of the Curve “Shadow banking system”...

Rise in nonbank lending drives banks to shift risk exposure

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO


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