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Economic & Cycle Views
What’s Next for the Credit Cycle?
December 4, 2023•1 min read

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[…]
Alpha Engine Perspectives
Three Questions on Inflation with Michael Gladchun
October 31, 2023•3 min read

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,[…]

Relative Return
Economic & Cycle Views
Corporate Health is On the Mend, Powered by Manufacturing
October 26, 2023•4 min read

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.
Economic & Cycle Views
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
August 8, 2023•4 min read

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[…]
Economic & Cycle Views
Corporate Health Stabilizes, but We Expect More Weakness Ahead
June 27, 2023•4 min read

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[…]
Economic & Cycle Views
A Big-Picture Understanding of Corporate Health
May 2, 2023•2:14 min

A Big-Picture Understanding of Corporate Health

The Loomis Sayles Corporate Health Index (CHIN) provides a view of credit markets, integrating the fundamental with the macro to[…]

Macro Strategies
Economic & Cycle Views
Enabling Early Detection in the Credit Markets
May 2, 2023•2:21 min

Enabling Early Detection in the Credit Markets

The Loomis Sayles Credit Analyst Diffusion Indices, or CANDIs, open up channels of communication to help us detect outliers and[…]

Macro Strategies
Economic & Cycle Views
Fed Mad Libs: Diction & A Dovish Tilt
March 23, 2023•3 min read

Fed Mad Libs: Diction & A Dovish Tilt

Markets tend to pay close attention to what the Fed says (or doesn’t). Chief Economist Brian Horrigan breaks down some[…]
Economic & Cycle Views
Corporate Health Weakens as Pricing Power Falls Sharply
January 31, 2023•4 min read

Corporate Health Weakens as Pricing Power Falls Sharply

Senior Macro Strategies Analyst Craig Burelle paints a picture of a corporate sector under increasing stress but nowhere near the[…]
Economic & Cycle Views
We Are Here: Thinking about Recession Risk
November 22, 2022•5 min read

We Are Here: Thinking about Recession Risk

The US has had 12 recessions since 1945. Chief Economist Brian Horrigan contemplates the potential for unlucky #13.
Economic & Cycle Views
Corporate Health Indicators Signal an Economy in Transition
November 10, 2022•5 min read

Corporate Health Indicators Signal an Economy in Transition

Most companies have held up despite weakening pricing power and profit margins. Whether they can keep that up will largely[…]
Economic & Cycle Views
Why We Think Corporate Health Can Withstand an Economic Slowdown
August 8, 2022•4 min read

Why We Think Corporate Health Can Withstand an Economic Slowdown

Signs indicating financial markets are concerned about that slowdown have not been hard to spot. Even so, Craig Burelle shares[…]

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