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Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
The American Jobs Plan and its Impact on the Power Sector
Loomis Sayles credit research analysts look at President Biden's American Jobs Plan and discuss the components that might affect the[…]
Post-COVID Trials and Trends in Consumer ABS
The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Mortgage[…]
Chart of the Week: Commodity Prices Pop as Demand Takes Off
As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure.
Even Central Banks Experiment
We have witnessed central banks implement, reduce and exit quantitative easing programs to influence interest rates. Yield curve control is[…]
Will Cruiselines Finally Begin Sailings Out of the US This Summer? A Look at Recent Guidance From the CDC
Senior Credit Research Analyst Joanne McIntosh looks at recent CDC guidance and what it might take to get cruiselines sailing[…]
Loomis Sayles’ Investment Outlook – April 2021
We expect vaccination efforts to ramp up in lagging economies, which should help propel the global credit cycle into expansion.
After 2020’s Record Bond Issuance, What Will 2021 Look Like?
New bond issuance exploded to record highs in 2020. What will 2021 supply look like?
Are Emerging Market Assets Vulnerable to Another Taper Tantrum?
Senior Sovereign Analyst Gregory Hadjian outlines several important distinctions that suggest EM assets are in a stronger position today than[…]
Be Cautious About Upcoming Data
We are entering a period when data may be on a wild ride. Brian Horrigan shares why he thinks market[…]
What’s Behind the Recent Rise in Real Yields?
Co-Director of Macro Strategies Tom Fahey and Director of US Rates Trading Michael Gladchun look at what's driving the recent[…]
Valuation Reversal in Muni Market
Jim Grabovac looks at the recent muni market selloff and why he thinks it was a valuation correction rather than[…]
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