Economy
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Debt Ceiling: What Investors Need to Know
From “extraordinary measures” to the likelihood of a government shutdown – everything you need to know about the debt ceiling.
Outlook: A Volatile Start Could Present Opportunities in 2023
Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.
Interest Rates 2023: Hike, Pause, Hike?
Persistent service and labor-related inflation may result in additional interest rate hikes in 2023 after a pause to allow the lagging data to catch up.
Fixed Income Dashboard
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
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.
Policy & Politics Podcast Midterms 2022: A Wild Ride Ahead
Government affairs specialist Susan Olson and political expert Bob Marsh dive into the issues, the Trump factor, and shifting momentum of Midterms 2022.
Are We In A Recession?
Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.
Will There Be a Recession in 2022?
Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
Can Big Tech Earnings Calm Market Fears?
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.