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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.
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[…]
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[…]
Can the ECB Teach an Old Dog New Tricks?
Senior Sovereign Analyst Jon Levy shares his analysis of the European Central Bank’s plans to unwind its largest quantitative policy[…]
One Year Into the Russia-Ukraine War, and No End in Sight
One year after the invasion, Senior Sovereign Analyst Hassan Malik looks at the state of affairs in the Russia-Ukraine war[…]
Mortgage & Structured Finance Outlook: Where We See the Value
The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.
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[…]
IG Outlook: Positive Technicals, Deteriorating Fundamentals
The Loomis Sayles Investment Grade Sector Team shares their expectations for the IG corporate bond market in 2023.
High Yield Outlook: Considering Catalysts for Wider Spreads
The Loomis Sayles High Yield Sector Team shares their expectations for spreads, defaults and trends in the high yield market.
EM Debt Outlook: China Takes Center Stage
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
Global Credit Outlook: Cautious on Turbulence & Technicals
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in[…]
Bank Loans Outlook: Don’t Miss Out on the Opportunity
Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.
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