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As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of attention-grabbing headlines, breaking news and viral tweets, all of these posts share a major theme—they look beyond the headline and examine the underlying facts.
In case you missed them, here are five of our favorites, listed in order of popularity:
Data Consistent with Another US Mini-Cycle
Slumping manufacturing data ignited a lot of recession chatter in the summer of 2019. In early September, Macro Strategies Research Analyst Craig Burelle explained why he thought the data pointed to another mini-cycle rather than an outright recession.
Are China’s Pork Pains Inflated?
In October, Senior Sovereign Analyst Celeste Tay highlighted how surging pork prices were masking a deflationary story in China.
Bank Loans: Don’t Swipe Left
Product Manager Cheryl Stober’s September blog post featured two reasons to stick with bank loans in a late-cycle environment.
Subprime Auto ABS: Focus on Fundamentals, Not Fear
In March, Senior Mortgage and Structured Finance Analyst Jennifer Thomas shared why she thinks the subprime auto sector is in better shape than it gets credit for.
Five Reasons Why China is Unlikely to Devalue the Renminbi
As the US-China trade war heated up, many investors wondered if China would intentionally devalue its currency. In June, Celeste Tay and Sovereign Analyst Kaimin Khaw discussed five reasons why they thought devaluation was unlikely.
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Market conditions are extremely fluid and change frequently.
This blog post is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the
subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Information, including
that obtained from outside sources, is believed to be correct, but Loomis Sayles cannot guarantee its accuracy. This material cannot be copied, reproduced or
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