Economy
An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.