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Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads
The current spread differential between European and US corporate spreads have us considering a shift in our thinking.
Reading the Housing Sector: The Good, the Bad and the Surprising
We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.
Chart of the Week: Is the US Dollar Poised to Enter a Bear Market?
US dollar cycles last an average of six to nine years, and we are approaching the tenth year of this[…]
Don’t Discount Structural Housing Trends
While the rise in interest rates may slow the US housing sector from its recent heights, Stephen LaPlante discusses why[…]
Secured Funding Markets: Fed Acts but No Quick Fix
It became abruptly apparent in September, when overnight repo rates surged to near 10%, that liquidity in the banking system[…]
What the Yield Curve Is Saying About Monetary Policy
Is a regime shift in monetary policy imminent? One might think so looking at the yield-curve flattening trend—the 5-year and[…]
Treasury Liquidity on the Rebound
It’s amazing what you can achieve with a budget of $75 billion per day. Since mid-March, the Federal Reserve has[…]
The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally
Though we are wary of suggesting that “it’s different this time,” we see reasons to believe the most recent yield[…]
High Yield Bonds and Loans: The Correlation Breakdown
A look at the recent shift in bank loan and high yield bond correlations and why it matters for fixed[…]
Gauging Emerging Local Markets
Senior Sovereign Analyst Gregory Hadjian and Alpha Strategies Portfolio Managers Andrea DiCenso and Peter Yanulis consider the potential opportunity offered[…]
2022 Securitized Credit Outlook: Views on the Consumer, Commercial Real Estate and Opportunity
Loomis Sayles' Mortgage and Structured Finance Team shares its views on key themes in 2022.
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