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We Are Here: Thinking about Recession Risk
The US has had 12 recessions since 1945. Chief Economist Brian Horrigan contemplates the potential for unlucky #13.
Corporate Health Indicators Signal an Economy in Transition
Most companies have held up despite weakening pricing power and profit margins. Whether they can keep that up will largely[…]
Market Risk and Midterm Elections: Eyes on the Senate
Does it matter who wins the Senate? It matters a great deal. Read our latest blog regarding midterm elections.
The Municipal Market Looks Darkest Before the Dawn
While we are not forecasting an imminent reversal in the municipal market, we believe the bulk of this interest rate[…]
After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida
You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material[…]
Three Big Questions on the BoE’s Operations
Senior Sovereign Analyst Jon Levy tackles three big questions on the Bank of England's recent operations.
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' Mortgage and 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[…]
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