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Capital Structures and Rising Debt Costs: How Concerned Should You Be?
Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober[…]
The Urban Challenge: Can Cities Fill the Tax Gap Created by Empty Offices?
Cities and states may have their work cut out for them as they explore solutions to preserve their commercial tax[…]
State Governments Face Diverging Outcomes in a Downturn
Senior Fixed Income Analyst Bedford Lydon shares three factors that may affect states' creditworthiness in a downturn.
Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop
It’s been—to put it mildly—an interesting time in the US Treasury market. Patrick Savery breaks down an example of how[…]
After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida
You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material[…]
Municipals & Climate Change Series: Drought & Extreme Temperatures
In recent years, recurring drought conditions and rising temperatures have negatively affected large parts of the US. Here, we’ll examine[…]
Quantitative Easing’s Positive Legacy for US Mortgage Holders
Loomis Sayles' Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.
Reading the Housing Sector: The Good, the Bad and the Surprising
We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.
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[…]
QT: Not the Bond Bear Story Many Seem to Fear
If quantitative easing (QE) helped lower Treasury yields significantly, will quantitative tightening (QT) have an equal and opposite effect? I[…]
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[…]
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