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Market Commentary & Outlook
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 7, 2020•3 min read

The FIMA Repo Facility: The Fed’s Solution to the Global US Dollar Crunch

The Federal Reserve's new FIMA Repo Facility is intended to help support the smooth functioning of financial markets – but[…]
Market Commentary & Outlook
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 3, 2020•5 min read

The Federal Reserve Revives TALF

The Federal Reserve (Fed) has taken another step in its attempt to avert a financial crisis. It revived its Term[…]
Market Commentary & Outlook
Chart of the Week: US GDP and the Soybean Factor
December 24, 2019•2 min read

Chart of the Week: US GDP and the Soybean Factor

Seasonally adjusted, US real GDP rose a strong 3.5% in the third quarter of 2016, but then slowed to a[…]
Economic & Cycle Views
Maybe Inflation Didn't Ease: A Look at Trimmed-Mean Inflation
December 24, 2019•3 min read

Maybe Inflation Didn’t Ease: A Look at Trimmed-Mean Inflation

Core PCE inflation year over year eased from a recent high of 2.04% last July to 1.55% in March. This[…]
Economic & Cycle Views
US Fed Ends Quantitative Easing: 5 Insights from the FOMC Statement
December 24, 2019•3 min read

FOMC September Decision: Setting Up a Hike

To almost no one’s surprise, the FOMC changed no policy rates, and it kept its policy concerning its balance sheet[…]
Economic & Cycle Views
Fed Watch: Things Could Get Interesting
December 24, 2019•2 min read

Fed Watch: Things Could Get Interesting

The Federal Reserve Open Market Committee is set to release its press statement on December 19. I will be watching[…]
Economic & Cycle Views
Fed Watch: All Eyes on Yellen
December 24, 2019•2 min read

Fed Watch: All Eyes on Yellen

This week’s Federal Reserve Open Market Committee (FOMC) meeting will be anything but boring. The Federal Reserve seems eager to[…]
Market Commentary & Outlook
Friday Fact: US-China Trade Data Measures the Damage
December 24, 2019•1 min read

Friday Fact: US-China Trade Data Measures the Damage

The fact that US trade with China has declined shouldn’t be a surprise. But how bad is the damage? The[…]
Market Commentary & Outlook
Inching Toward a Deal: What's Next in the US-China Trade Negotiations
December 24, 2019•3 min read

Inching Toward a Deal: What’s Next in the US-China Trade Negotiations

The US and China surprised me with their announcement of a small, “phase one” trade deal last week. Here’s a[…]
Market Commentary & Outlook
US Midterm Elections: The Base Case Scenario and Its Implications
December 24, 2019•3 min read

US Midterm Elections: The Base Case Scenario and Its Implications

The national midterm elections are tomorrow. As of this morning, Nate Silver’s FiveThirtyEight website is giving the Democrats an 85.6%[…]
Market Commentary & Outlook
Manufacturing & Exports: The Good
October 2, 2019•2 min read

Manufacturing & Exports: The Good, The Bad & The Ugly

The ISM’s US manufacturing surveys are widely recognized gauges of economic health. They’ve taken us on a ride in recent[…]
Market Commentary & Outlook
Friday Fact: Federal Deficit on Track to Pass $1 Trillion in FY 2019
October 2, 2019•1 min read

Friday Fact: Federal Deficit on Track to Pass $1 Trillion in FY 2019

The federal deficit hit $779 billion in fiscal year 2018. This was the highest level since the $1.09 trillion deficit[…]