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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[…]
Reading the Housing Sector: The Good, the Bad and the Surprising
We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.
ECB in the News
Senior Sovereign Analyst Jon Levy answers some key questions about the European Central Bank's latest moves.
Playing Catch-Up: Takeaways from the June FOMC Meeting
It appears the Fed has realized it is behind the curve. We believe the door is open for another 75-bp[…]
Nearly $16 Trillion in the Rear-View Mirror
A historic shift in central bank policy is currently underway. The implications of this change are likely to be varied[…]
Chart of the Week: Is the US Dollar Poised to Enter a Bear Market?
US dollar cycles last an average of six to nine years, and we are approaching the tenth year of this[…]
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
Don’t Discount Structural Housing Trends
While the rise in interest rates may slow the US housing sector from its recent heights, Stephen LaPlante discusses why[…]
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