2024 Institutional Outlook

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

December 5, 2023 Dave Goodsell
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

November 17, 2023 Jack Janasiewicz
US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

November 17, 2023 Jack Janasiewicz - Garrett Melson
Investment Outlook: Loomis Sayles

While market performance suggests promising conditions, the Loomis Sayles team looks forward cautiously and likely towards a late credit cycle economy.

October 30, 2023
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.

October 16, 2023 Garrett Melson
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

October 13, 2023 Jack Janasiewicz
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

September 15, 2023 Jack Janasiewicz
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Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

August 18, 2023 Jack Janasiewicz
2023 Strategist Outlook: Turn the Page

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.

July 24, 2023 Dave Goodsell
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Market Catalysts: Made in the USA

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

July 17, 2023 Jack Janasiewicz
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Midyear Outlook: Eve of Disruption?

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

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Bear Market Still in Hibernation

Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.

June 15, 2023 Jack Janasiewicz
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Higher for How Much Longer?

Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

March 23, 2023 Garrett Melson
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.

February 13, 2023 Jack Janasiewicz - Garrett Melson
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.

December 9, 2022 Sean Kaukas
Does the Data Cry Recession?

While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.

December 2, 2022 Jack Janasiewicz - Garrett Melson