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What’s Next for the Credit Cycle?
Credit markets are frequently moving. During our decades as bond investors, we’ve seen them frozen during times of crisis, frothy[…]
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
Pulse Check: What Our Credit Health Index Reveals About the Credit Cycle
Megan Wan, CFA, Quantitative Analyst, and Tyler Silvey, CFA, Global Macro Strategist, talk about the CHIN and what it’s telling[…]
Corporate Health Outlook: Holding the Line Amid Cost Pressures
The corporate landscape remains resilient, albeit under increasing pressure. Global Macro Strategist Craig Burelle discusses key corporate health metrics to[…]
Cracks in the Armor of Corporate Health
Our latest survey of Loomis Sayles' credit analysts suggests a deteriorating outlook for corporate health, which has been a key[…]
Corporate Health: Resilience in the Face of Higher Costs
Global Macro Strategist Craig Burelle shares the key research findings from our December 2024 survey of Loomis Sayles' credit analysts[…]
Corporate Health Restoration Remains on Track
Global Macro Strategist Craig Burelle looks at the latest survey of our credit research analysts what it signals about corporate[…]
What’s Next for the Credit Cycle?
At Loomis Sayles, we track the credit cycle to inform our forward-looking views on the US economy. Read on for[…]
Three Questions on Inflation with Michael Gladchun
Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]
Corporate Health is On the Mend, Powered by Manufacturing
Corporate health appears to be on a positive trajectory, but Global Macro Strategist Craig Burelle is keeping a cautious outlook.
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience[…]
Corporate Health Stabilizes, but We Expect More Weakness Ahead
Pricing power and profit margins showed signs of stabilizing in the first quarter. But a survey of Loomis Sayles’ credit[…]
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