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Value Investing Insight: Banking Dilemmas and Discounts

Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.

US Inflation Tracker

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

Loomis Sayles Outlook: Macro Headwinds May Warrant a Tilt to Fixed Income

With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.

May 2, 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.

April 25, 2023 Garrett Melson
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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
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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 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
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Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
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
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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.

July 28, 2022 Garrett Melson
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

July 19, 2022 Dave Goodsell