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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.
2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions
Global EM Equities Portfolio Manager Ashish Chugh shares his views on key themes in the EM equities space in 2022.
2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR
Cheryl Stober shares her views on key themes in the bank loans space in 2022.
Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle
Michael Gladchun shares why he thinks this cycle has three distinctive features that could propel a faster pace and greater[…]
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