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Chart of the Week: Global Manufacturing Has Reached Historically High Levels
In May, global PMI reached its highest level since 2010, led by developed markets. Could developed market manufacturing run out[…]
The Municipal Market May Be on the Brink of a Dramatic Shift
Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Global GDP Themes and Forecasts (Infographic)
Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.
Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
Post-COVID Trials and Trends in Consumer ABS
The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Mortgage[…]
Chart of the Week: Commodity Prices Pop as Demand Takes Off
As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure.
Even Central Banks Experiment
We have witnessed central banks implement, reduce and exit quantitative easing programs to influence interest rates. Yield curve control is[…]
Loomis Sayles’ Investment Outlook – April 2021
We expect vaccination efforts to ramp up in lagging economies, which should help propel the global credit cycle into expansion.
After 2020’s Record Bond Issuance, What Will 2021 Look Like?
New bond issuance exploded to record highs in 2020. What will 2021 supply look like?
What’s Behind the Recent Rise in Real Yields?
Co-Director of Macro Strategies Tom Fahey and Director of US Rates Trading Michael Gladchun look at what's driving the recent[…]
Valuation Reversal in Muni Market
Jim Grabovac looks at the recent muni market selloff and why he thinks it was a valuation correction rather than[…]
Global GDP Themes and Forecasts (Infographic)
Is global GDP growth poised for a potential boom once social distancing measures ease? Read on for a visual snapshot[…]
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