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Nearly $16 Trillion in the Rear-View Mirror
A historic shift in central bank policy is currently underway. The implications of this change are likely to be varied[…]
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[…]
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
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[…]
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[…]
Three Questions on China’s Geopolitical Balancing Act
How might China manage its strategic relationships with Russia and the West as the war continues? Senior Sovereign Analyst Bo[…]
Russia-Ukraine Conflict: Updated Views Post-Invasion
Loomis Sayles' Macro Strategies Group shares an update on their views surrounding the Russia-Ukraine conflict.
Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes
Loomis Sayles' Macro Strategies Group looks at three scenarios for the Russia-Ukraine conflict and how those outcomes could impact financial[…]
2022 Macro Outlook: Views on Inflation, the Fed and the Expansion
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
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 Investment Grade Credit Outlook: Views on Risk Appetite, Rising Stars and Trends
Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.
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