Market Commentary
Quincy Krosby's Q1 2020 Commentary: A Good Place
Markets for the first quarter of 2020—despite bouts of profit-taking—are poised for growth and better things ahead, writes Prudential's chief market strategist Quincy Krosby.
PGIM Real Estate’s Trends for 2020
PGIM Real Estate identifies four key global trends that are set to have a significant aggregate impact, and ten region-specific trends that reflect opportunities to benefit from diversification by strategy and geography.
Quincy Krosby’s Q4 2019 Commentary: All of the Above
What’s to blame for moving markets in one direction or another? Trade negotiations? An attack on Saudi Arabia’s oil refining infrastructure and heightened geopolitical/military risk in the region? The efficacy of the latest round of global central bank accommodation? An impeachment inquiry? Earnings reports? Call it “all of the above.”
The Fed serves up another incremental cut amid “disparate perspectives”
The Federal Reserve again nudged the Fed funds rate target down another 25 basis points to 1.75%-2.0% in its latest policy meeting. In a sign of just how divided the Fed is over the appropriate policy stance, however, three FOMC members dissented from the decision.
PGIM 3Q market outlooks: Investment opportunities amid economic uncertainty
Increased trade tensions, market volatility and dovish federal policies have left investors with uncertainty about the months ahead. PGIM’s asset managers offer their outlooks.
Quincy Krosby’s Q3 2019 Commentary: The Fed to the Rescue?
No doubt the difficulty facing the Fed is how much of the broadening economic slowdown is due to concerns over a trade war, or a general deceleration of economic activity that is only partially related to trade, says Prudential’s chief market strategist.
The Fed clears the way for cuts as the market seeks even more
According to PGIM Fixed Income’s G-10 lead economist Ellen Gaske and chief investment strategist Robert Tipp, we may expect to see two rate cuts in the second half of 2019—more than what the median Fed projection has penciled in, but less than the three cuts the market has been pricing in.
The outlook for escalating trade tensions
Nathan Sheets, PGIM Fixed Income’s chief economist and head of global macroeconomic research, recognizes that uncertainties regarding U.S.-China trade tensions have multiplied and provides perspective based on the question of “what do we actually know?”
QMA’s Q2 2019 Outlook & Review
Despite the global growth slowdown, QMA projects that the general trend should be up near term, underpinned by central bank dovishness, and reasonably attractive valuations, as detailed in its latest Outlook & Review.
PGIM Fixed Income’s second quarter outlook: ‘Whiplash!’ and ‘Back From the Brink—But What Next?’
PGIM Fixed Income's Q2 outlook examines the conditions that may affect market performance after a strong Q1, the factors supporting global economic growth, and the forward trends of each fixed income sector.
