Corporate Health: Signs of Improvement, but Vulnerabilities Remain
The results from our latest quarterly survey of Loomis Sayles’ corporate credit analysts point to some good news. In aggregate, their...
Investment Outlook – July 2023
INTRODUCTION The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint. We do not see...
Global GDP Themes and Forecasts (Infographic)
Consensus global growth forecasts have improved slightly since last month as economies continue to look somewhat resilient relative to...
Debt Ceiling Drama: We’re in for a Nail-Biter
The issue of the debt limit, also called the debt ceiling, has moved to center stage. On 1 May, Treasury Secretary Janet Yellen warned that...
Investment Outlook – April 2023
Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle...
Fed Mad Libs: Diction & A Dovish Tilt
Remember Mad Libs, the word game where players slot adjectives, nouns and verbs into a paragraph? The game speaks to the power of word...
One Year Into the Russia-Ukraine War, and No End in Sight
One year after Russia’s invasion of Ukraine, we fear the prospects of peace remain remote and that the conflict is likely to drag on for...
Corporate Health Weakens as Pricing Power Falls Sharply
A plunge in pricing power was one of the most notable developments we found in our latest quarterly survey of our credit analysts, who...
Investment Outlook – January 2023
We anticipate a volatile start to 2023, which could provide investment opportunities. The global economic cycle appears to be transitioning...
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
1. There has been a lot of talk about an approaching recession, yet the markets seem to be pricing a soft landing. What do you think is...
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