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Municipals & Climate Change Series: Drought & Extreme Temperatures
In recent years, recurring drought conditions and rising temperatures have negatively affected large parts of the US. Here, we’ll examine[…]
Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis
Senior Sovereign Analyst Jon Levy looks at this week’s rate and currency shocks in the UK and shares what he[…]
Quantitative Easing’s Positive Legacy for US Mortgage Holders
Loomis Sayles' Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine
Though the war in Ukraine has faded from the headlines in recent weeks, we still believe it is an area[…]
Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds
You might think these headwinds would be broadly negative for EM debt, but we see bright spots within the EM[…]
Why We Think Corporate Health Can Withstand an Economic Slowdown
Signs indicating financial markets are concerned about that slowdown have not been hard to spot. Even so, Craig Burelle shares[…]
Surprises from the First Half of 2022: Value Reemerging in TIPS
Concerns regarding inflation are almost everywhere you look—unless you happen to be looking at the Treasury bond market.
Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market
Exceptional circumstances roiled the loan market in the first half. It's impossible to say what will happen next, but the[…]
Price Caps on Russian Hydrocarbons: Be Careful What You Wish For
Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some head-scratching. Senior[…]
Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads
The current spread differential between European and US corporate spreads have us considering a shift in our thinking.
Suppose They Gave a Recession, and Nobody Came
The business press sometimes likes to say that a recession is a decline of real GDP lasting at least two[…]
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