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

Macro Strategies, Sovereign Research, Market Outlook

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

A global economic expansion appears to continue, but there is weakness beneath the worldwide..

Macro Strategies, Sovereign Research, Market Outlook

Trade tensions are rising. The first week of March saw a flurry of trade headlines as the Trump..

Macro Strategies, Trade