As the saying goes, “the only constant is change,” and ongoing tariff policy wildcards are serving..

Macro Strategies, Sovereign Research, Market Outlook

After a nearly five-year pause, around 19 million federal student loan borrowers are now on the..

Securitized Research, Fixed Income

Tariff headlines continue to roll in. On the night of 28 May, the US Court for International Trade..

Macro Strategies, Trade

Moody’s downgrade of US Treasury debt from AAA to AA1 had been well foreshadowed, but the timing..

Macro Strategies, Sovereign Research

After several quarters of resilience, our latest survey of Loomis Sayles’ credit analysts yielded..

Credit Research, Macro Strategies, Fixed Income

It is a cliché of military history that it is easier to start a war than to end one, and the war..

Fixed Income