A global economic expansion appears to continue, but there is weakness beneath the worldwide..
Trade tensions are rising. The first week of March saw a flurry of trade headlines as the Trump..
Fixed income investors are navigating the delicate balance between a supportive macroeconomic..
The results of our latest survey of Loomis Sayles credit analysts, known as the CANDIs, reveal a..
The resilience of the US..
After..
Over the past year, headlines about “creditor-on-creditor violence”—situations where different..
High yield bond..
To kick off 2025, Loomis Sayles will feature forward-looking views on key segments of the fixed..
Given how much the emerging market (EM) debt universe has evolved, we believe blanket statements..
The US economy has continued to grow at an exceptional level. The wealth effect on consumer..
In our view, the corporate health outlook remains solid as we mark the third anniversary of the..
Fiber-optic technology is transforming the way we connect to the internet, and fiber asset-backed..
The United States has finally gone to the polls, and Donald Trump has been declared the winner of..
China's domestic economic landscape has significantly changed since the initial US-China trade war..
With less than two weeks until election day, the race between US presidential candidates Kamala..
The US national election year of 2024 has been extraordinary in so many ways. It is understandable..
We are in the home stretch of what has been a record year for global elections, with roughly half..
The Greek poet Archilochus wrote, "The fox knows many things, but the hedgehog knows one big thing."
At this point in the third quarter of 2024, the global economy continues to expand; however, the..
In 2023, the cloud of headline risks swirling around emerging market (EM) corporates (COVID,..
A flurry of negative economic and geopolitical headlines have battered Chinese equities over the..
Feeling a little queasy after this week’s volatility? You’re not alone. On Monday, 5 August, equity..
The disinflation trend has continued, and a shift to easier monetary policy appears to be underway...
Our latest analysis of corporate health highlights a modest divergence between the positive..
The May Employment Report from the Bureau of Labor Statistics (BLS) sent a contradictory message to..
The UK heads to the polls on 4 July, with predictions pointing to a sweeping Labour victory. This..
The disinflation trend appears intact in the US and in the euro area. While economic growth in..
The European Central Bank has signaled that it will cut interest rates at its meeting this week,..
This blog post was initially published on 18 April 2024. It has been edited to include market index..
Corporate health is looking brighter and brighter, according to Loomis Sayles’ Credit Analyst..
It has been four years since the World Health Organization declared COVID-19 a pandemic and the..
US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. S..
Markets appear to be priced for a soft landing in the United States, but plenty of economic and..
We believe IG corporate..
The..
Spreads are tight, but..
Editor’s Note: Every year, Loomis Sayles features sector outlooks across the fixed income market...
We are past peak inflation in major economies like the US and Europe, but questions remain..
At Loomis Sayles, we track the credit cycle to inform our forward-looking views on the US economy...
Growing at a cumulative rate of over 300% since 2010, emerging markets (EM) corporates represent a..
Throughout history, technology has propelled business innovation and advancement. As active equity..
With tight spreads and elevated valuations in many credit markets, we think the asset-backed..
Affordability has been stretched thin across the United States as inflation, rising rates and..
For the first time since before the global financial crisis, European banks appear to be in a..
Peak inflation appears to be in the past for major economies like the US and Europe, but..
Fundamentals in the commercial real estate market (CRE) market have deteriorated notably since last..
The results from our latest quarterly survey of Loomis Sayles’ corporate credit analysts point to..
On 1 August, Fitch Ratings announced it was cutting the long-term rating of US Treasurys one notch..
Despite the run-up in interest rates and broader market uncertainty, the private fixed income..
The market has seen its fair share of surprises in recent years, and the first half of 2023 was no..
We believe fundamentals in the aircraft industry are in the midst of a strong recovery. Global..
The line between economics and politics in emerging markets (EM) is becoming increasingly thin,..
Consensus global growth forecasts have improved slightly since last month as economies continue to..
The rapid shift to hybrid work models has left many office buildings in America’s biggest cities..
Interest costs have risen sharply with interest rates, sparking speculation about whether companies..
The issue of the debt limit, also called the debt ceiling, has moved to center stage. On 1 May,..
Fixed income markets have had plenty to digest this year and we’re barely into the second quarter...
After falling steadily for most of the past year, our latest quarterly survey of Loomis Sayles’..
State governments tend to boast strong creditworthiness. They have a multitude of revenue streams,..
With signs of stress in the banking sector, we are starting to see the impact of 500 basis points..
Remember Mad Libs, the word game where players slot adjectives, nouns and verbs into a paragraph?..
It’s been—to put it mildly—an interesting week in the US Treasury market. The front end of the..
The European Central Bank (ECB) has started unwinding its largest quantitative policy measure on..
One year after Russia’s invasion of Ukraine, we fear the prospects of peace remain remote and that..
A plunge in pricing power was one of the most notable developments we found in our latest quarterly..
The IG corporate..
Editor’s Note: Every year, Loomis Sayles features outlooks from our sector teams — teams composed..
The Chinese government has quickly changed course. After months of enforcing a zero-COVID-19..
We believe the likelihood of a recession starting in 2023 has been increasing. While the Federal..
Sad to say, we think the likelihood of a recession starting in 2023..
Our survey[i] on corporate health in the third quarter painted a picture of an economy in..
Midterm elections are next week on November 8 and turnout is expected to be high. It is also the..
Bond market investors were battered by rising rates during the first three quarters of the year...
Municipal bond issuers are often linked to tangible, physical assets directly exposed to the..
The Bank of England (BoE) has intervened to stabilize specific parts of the gilt market in recent..
The rate and currency shocks in the United Kingdom this week have caused some market participants..
As the Federal Reserve raises rates in an effort to stifle inflation, what are the implications for..
Global growth has been losing momentum and is expected to continue slowing toward or below trend...
So many critical economic and market developments this year can be traced back in one way or..
To date, 2022 has been rife with credit headwinds—higher US Treasury bond yields, persistent..
Corporate fundamentals have been deteriorating in the US. Over the past six months we have seen..
It would seem that anxiety regarding inflation remains prevalent: global central banks are..
The bank loan market entered 2022 positioned to shine. After a decade of low interest rates,..
Municipal bond issuers are often linked to tangible, physical assets directly exposed to the..
The correlation between US and European corporate bond spreads is historically very high. After a..
The advance estimate of Q2 real GDP is scheduled to be announced July 28 (the day after the FOMC..
Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..
Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some..
Consumer behavior is currently under a magnifying glass, as capital market tumult and inflation..
In..
The Federal Open Market Committee’s announcement of a 75-basis-point (bp) rate hike on June 15..
In early 2021, the global stock of negative-yielding debt reached about $16 trillion. Central banks..
Tightening financial conditions, marked by higher interest rates and volatility, have injected an..
The recent surge in interest rates and inflation has put the record strength in housing under a..
The world’s leading banks have made considerable progress on voluntarily disclosing the risks they..
The sudden inversion of the 2-year, 10-year (2s10s) US Treasury yield curve has investors wondering..
Bank loans and high yield bond returns have been highly correlated for much of the past decade. But..
Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their..
Rising tensions between Russia, Ukraine and NATO[i] have the world on edge, and many investors..
..
The global..
Editor’s Note: Every year, Loomis Sayles features outlooks from our sector teams — teams composed..
Beta, delta, omicron. Each emerging variant of the SARS-COVID-2 virus (the virus that causes..
Supply chain issues, slower growth in China and the lingering impact of COVID-19 have created a..
The pandemic triggered economic ripples that have weighed on growth while driving prices higher. In..
The US Treasury market seems to believe the Federal Reserve will start hiking interest rates in the..
The worldwide spike in natural gas, coal and power prices has put Europe and China at risk of..
The financial troubles of China Evergrande Group, China’s second-largest property developer, have..
China’s recent blitz of education, technology, property and gaming regulations has triggered a..
We believe global growth in 2021 will remain strong, though a grand global reopening looks..
What do you get when banks consolidate, capital requirements escalate, lending standards rise and..
The United States has finally reported strong gains in payrolls after months of sluggish growth...
The pandemic has increased the public’s awareness of the racial wealth gap and the role that..
Investor fears about inflation and higher rates contributed to periods of selloff in emerging..
The oil market is selling off on the news that OPEC+[i] will raise production by 400,000 barrels..
For some time, bond investors have been yield hungry, even starved. In such an environment,..
Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve..
Global manufacturing appears to be roaring ahead. Global PMI[i] reached 56 in May, its highest..
We believe the municipal bond market is on the brink of major changes. The Biden administration has..
We believe global growth in 2021 looks strong, powered in large part by COVID-19 vaccine..
On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..
President Biden campaigned on achieving a carbon-free power grid by 2035. He does not appear to be..
Aspects of consumer asset-backed securities (ABS) seem to be a lightning rod for negative press...
As the global recovery kicks into gear, there are signs of shortages and delays causing pricing..
We have witnessed central banks implement, reduce and exit quantitative easing (QE) programs to..
Cruiseline operators may finally get the green light to start sailing out of US ports on a limited..
Uneven COVID-19 vaccination rates around the globe have led to diverging growth expectations for..
New bond issuance exploded to record highs in 2020. Amid the crisis of a pandemic, companies were..
Real rates in the United States have moved sharply higher since the beginning of 2021. The move has..
The market seems sensitive currently to news about inflation and growth. We are entering a period..
Rising yields and a steeper yield curve are par for the course as an economy enters the recovery..
The municipal market sold off significantly over the past two weeks. Now that the market seems to..
Congress has moved fast on a fiscal stimulus package. This surprised me in some ways. In my last..
About a week ago, an unprecedented polar vortex descended upon the southwestern United States. The..
We believe the global economy could see strong growth in 2021, though the next few months could be..
Leveraged loans have beneficial characteristics that make them distinct within the fixed income..
President Biden has quickly begun executing on his policy agenda. In his first ten days in office,..
For months now, US political watchers have been focused on the first week of January 2021. It was..
Editor’s Note: We’re changing things up. Every year, Loomis Sayles features outlooks from our..
Insurers generally take a narrow approach to investing in the securitized sector, usually through..
In a previous post, we presented several risk mitigation strategies with the potential to help..
This blog post was initially published on December 18. On December 21, the US Congress agreed to a..
China’s recovery from the lows of February has been quicker than I anticipated...
Over the past several weeks, a handful of Chinese state-owned enterprises (SOEs) defaulted on their..
While we expect global growth to slow in the fourth quarter as many countries try to contain..
Over the past few years, banks have begun to voluntarily disclose their exposure to climate change..
Things may be looking up for the healthcare and pharmaceutical sectors. While states have yet to..
Recently, municipal bond defaults have been rising. Compared to last year’s totals, municipal bond..
Almost nothing has felt certain in 2020. The presidential and congressional election results are..
Coming into the home stretch of 2020, continued concerns about COVID-19 and the political..
US politics seem more polarized than ever. President Donald Trump and former Vice President Joe..
Many equity analysts seem bullish about former Vice President Joe Biden’s plans to remake the..
We’ve gone without a lot of things in 2020. Surprises aren’t one of them. After ten months of..
Absentee voting by mail is not new. What’s new is the global pandemic. There was a trend toward..
If Joe Biden were to win the US presidential election, his administration is expected to take..
Elections have consequences, as former US President Barack Obama once said, and the election of..
Investor resilience may be tested in the coming months with dwindling fiscal support and political..
Democrats could sweep the November elections according to many independent polls and political..
When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die..
By Jon Levy, Senior Sovereign Analyst, and Jingzhou Meng, Sovereign Analyst
The December deadline..
Consumers are traditionally the engine of the US economy, and I believe consumer confidence is an..
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