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Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine
Though the war in Ukraine has faded from the headlines in recent weeks, we still believe it is an area[…]
Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds
You might think these headwinds would be broadly negative for EM debt, but we see bright spots within the EM[…]
Surprises from the First Half of 2022: Value Reemerging in TIPS
Concerns regarding inflation are almost everywhere you look—unless you happen to be looking at the Treasury bond market.
Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market
Exceptional circumstances roiled the loan market in the first half. It's impossible to say what will happen next, but the[…]
Price Caps on Russian Hydrocarbons: Be Careful What You Wish For
Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some head-scratching. Senior[…]
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.
ECB in the News
Senior Sovereign Analyst Jon Levy answers some key questions about the European Central Bank's latest moves.
Nearly $16 Trillion in the Rear-View Mirror
A historic shift in central bank policy is currently underway. The implications of this change are likely to be varied[…]
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[…]
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
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[…]
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