Economy
No Cuts? No Problem.
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Bubble Trouble?
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Herding Hawks at the Fed
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
Investment Outlook: Loomis Sayles
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
What Really Matters in 2024
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Is Inflation Poised to Roll Over?
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
Economic Well-Being of US Consumers in Decline?
While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.