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Market Commentary & Outlook
ECB in the News
June 27, 2022•3 min read

ECB in the News

Senior Sovereign Analyst Jon Levy answers some key questions about the European Central Bank's latest moves.
Economic & Cycle Views
Playing Catch-Up: Takeaways from the June FOMC Meeting
June 17, 2022•3 min read

Playing Catch-Up: Takeaways from the June FOMC Meeting

It appears the Fed has realized it is behind the curve. We believe the door is open for another 75-bp[…]
Market Commentary & Outlook
Nearly $16 Trillion in the Rear-View Mirror
June 16, 2022•1 min read

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[…]
Alpha Engine Perspectives
Chart of the Week: Is the US Dollar Poised to Enter a Bear Market?
June 16, 2022•2 min read

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[…]

Alpha Strategies
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
June 8, 2022•1 min read

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[…]
Alpha Engine Perspectives
Don’t Discount Structural Housing Trends
May 20, 2022•3 min read

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[…]

Mortgage & Structured Finance
Alpha Engine Perspectives
Secured Funding Markets: Fed Acts but No Quick Fix
May 12, 2022•4 min read

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[…]

Relative Return
Research Insights
QT: Not the Bond Bear Story Many Seem to Fear
May 12, 2022•2 min read

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[…]
Alpha Engine Perspectives
What the Yield Curve Is Saying About Monetary Policy
May 12, 2022•3 min read

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[…]

Relative Return
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 12, 2022•4 min read

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[…]

Relative Return
Research Insights
Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
April 18, 2022•4 min read

Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.

Senior Global Equity Opportunities Analyst Julian Wellesley looks at the progress banks have made in disclosing their #climate risks and[…]

Global Equity Opportunities
Alpha Engine Perspectives
The Yield Curve as a Recession Signal: Take It Seriously
April 12, 2022•3 min read

The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally

Though we are wary of suggesting that “it’s different this time,” we see reasons to believe the most recent yield[…]

Relative Return
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