Institutional sentiment shows 2024 to be a year filled with many uncertainties.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
While market performance suggests promising conditions, the Loomis Sayles team looks forward cautiously and likely towards a late credit cycle economy.
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
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.
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
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.
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
From “extraordinary measures” to the likelihood of a government shutdown – everything you need to know about the debt ceiling.
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.