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Ten Things to Know About Fed Leadership and the Path to a New Fed Chair
Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair.
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking
Investment Strategist David Rittner and Senior Research Analyst Amit Patel take a look at a key risk factor for structured[…]
Tariff Turnover: How the CIT Ruling Could Change US Trade Policy
Chief Economist Brian Horrigan recaps how the Court of International Trade's ruling against IEEPA tariffs could change the current trade[…]
Downgrading US Debt; Upgrading Fiscal Anxiety
Chief Economist Brian Horrigan discusses the impact of Moody's downgrade of US Treasury debt and compares the circumstances with prior[…]
Cracks in the Armor of Corporate Health
Our latest survey of Loomis Sayles' credit analysts suggests a deteriorating outlook for corporate health, which has been a key[…]
The (Trade) War You Start May Not Be the War You Get
On a portfolio flow and policy mix perspective, I’m a dollar bear in this world. That is not a trade[…]
April 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
EM Debt Outlook: Anticipated Durability Despite the Unknowns
Within the emerging market debt sector, portfolio manager Elisabeth Colleran points to ratings upgrades and demonstrated resilience as factors contributing[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Trade Breakdown: Where are the Trade Deficits?
The Loomis Sayles Macro Strategies team breaks down the US trade deficit by sector and country to provide helpful context[…]
Antimicrobial Resistance Overview
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
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