DEVELOPED MARKET RATES Q1 2025 OUTLOOK
First quarter 2025 market outlook for Developed Market Rates provided by John Young, Portfolio Manager, Developed Market Rates.
Market Events
BEYOND THE BALLOT: MARKET IMPLICATIONS FROM THE U.S. ELECTION
With the 2024 election set to reshape the power structure in Washington, PGIM gathered a panel of experts to examine the post-election outlook for investors. Our panelists discuss:
- The incoming Trump administration’s potential economic and regulatory agenda
- U.S. policy’s impact on the global economy, including trade flows and macro conditions in Europe
- Election implications for interest rates and credit conditions
- Investment risks and opportunities in the post-election environment
Implications from DM Rate Dislocations
A summary of the macroeconomic and asset-class specific themes discussed in our weekly desk head meeting.
The Market Implications Carried by the GOP Wave
Market implications following the outcome of the U.S. elections, which is set to place the GOP in control of the White House, the Senate and possibly the House.
Fed Delivers a "Catch-up" Cut
PGIM Fixed Income’s Chief U.S. Economist, Tom Porcelli, reacts to the Fed's September 18, 2024, policy meeting.
Fed Eyes Slow and Steady Approach After Outsized Cut
John Hall of PGIM Quantitative Solutions examines market reaction and the outlook for interest-rate policy after the Fed’s half-point cut.
Real Estate Opportunities in a New Rate Cycle
Lee Menifee, Managing Director at PGIM Real Estate, discusses why the Fed’s rate cut will likely provide support for real estate valuations.
The ECB Cuts as all Indicators Point Down
The ECB’s Governing Council remained true to its mantra of “data dependence” at its October policy meeting, choosing to cut the main policy rate by 25 bps to 3.
Data Drives ECB's October Rate Cut
Katharine Neiss, PhD, Deputy Head of Global Economics for PGIM Fixed Income, reacts to the European Central Bank's ECB's October 2024 monetary policy meeting.
Policy in Flux: One Year After the Regional Bank Crisis
Tom Porcelli, Chief US Economist at PGIM Fixed Income, and James Sonne, Head of Government Affairs at PGIM, update investors on what to expect going forward.
Debt-Ceiling Negotiations Down to the Wire
PGIM Head of Government Affairs James Sonne provides an update on the latest developments in Washington with the debt-ceiling deadline approaching.
S.3 Ep. 3: Lessons from the Banking Crisis: What Risks Remain?
Rob Kaplan and PGIM’s George Patterson discuss where investors might find new risks and opportunities amid an uncertain environment following the bank crisis.
ALL THE CREDIT, EP.37: SPOTLIGHT ON THE 2023 BANKING CRISIS
Recent global banking failures shook investors and markets alike, leaving many wondering if we’re witnessing a repeat of the 2008 global financial crisis.
Investment Implications of the Fed’s Dovish Hike
Ed Campbell, Co-Head of PGIM Quantitative Solutions’ Multi Asset team, discusses the implications of the Fed’s latest rate hike.
Fed Presses on despite banking sector turmoil
The Federal Reserve hiked interest rates on March 22nd for the ninth-consecutive time in the span of a year, bringing its upper-bound target policy rate to 5%.
Credit Suisse: Five Key Takeaways
UBS saves its troubled long-time Swiss rival – what’s next?
