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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.
ECB in the News
Senior Sovereign Analyst Jon Levy answers some key questions about the European Central Bank's latest moves.
Playing Catch-Up: Takeaways from the June FOMC Meeting
It appears the Fed has realized it is behind the curve. We believe the door is open for another 75-bp[…]
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[…]
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[…]
QT: Not the Bond Bear Story Many Seem to Fear
If quantitative easing (QE) helped lower Treasury yields significantly, will quantitative tightening (QT) have an equal and opposite effect? I[…]
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[…]
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