Markets Recon

At roughly $29 trillion, the US Treasury market[1] is the largest, most liquid debt market in the..

By Loomis, Sayles & Co. In Fixed Income, Macro

It might be the dog days of summer, but July was a busy time in D.C.

By Loomis, Sayles & Co. In Thematic / Megatrends, Macro, Commodities

Our June 2025 survey of corporate health, quantified through Loomis Sayles’ Credit Analyst..

By Loomis, Sayles & Co. In Equities, Industry, Portfolio Construction, Fixed Income

The topic of Federal Reserve leadership has become a hot issue recently. Here are 10 key points to..

By Loomis, Sayles & Co. In Macro

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

By Loomis, Sayles & Co. In Macro

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

By Loomis, Sayles & Co. In Fixed Income

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

By Loomis, Sayles & Co. In Macro

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

By Loomis, Sayles & Co. In Macro, Fixed Income

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

By Loomis, Sayles & Co. In Equities, Industry, Fixed Income