Market Moves
What Will Challenge Investment Returns in 2024?
There are factors to watch that could derail or boost the markets this year.
Tag: Natixis
Research
Inflation Is Down, but How Long Will That Last?
For several years, a Natixis report finds, as the price trends mostly point downward.
Research
Regional Banking Crisis? Not Happening, Natixis Says
The deposit flight has halted, and lending hasn’t suffered, the firm notes.
Research
Survey: Allocators See 2023 Opportunity in Bonds
Fixed income should benefit from rate increases, Natixis poll finds.
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Risk
Uh-Oh, Consumers’ Confidence Fades, So Their Spending Should, Too, Economist Says
Natixis’ Lavorgna says people’s current high outlays can’t stay that way for long.
Risk
How Low Can You Go? Strategists Compete for Lowest 2022 GDP Growth
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.
Risk
Why Inflation Might Not Be Temporary
Officials say inflation won’t last. But commodity prices show no signs of slowing down.
Asset Allocation
How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
Asset Allocation
The Amazing 10-Year Treasury and Its Slow-Motion Future
Why the benchmark bond is expected to rise, but at a sluggish pace.
‘We Don’t Believe You’: Why Futures Market Is Skeptical of Fed’s Rate Hike Plans
One reason is that spending-happy Washington will need more central bank Treasury buying.
Market Moves
Here’s Why Inflation Isn’t a Threat: Money Velocity
Yes, the dollar supply has swollen, but folks just aren’t spending that much, Natixis says.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
People Moves Roundup
MSCI strengthens Australia, New Zealand reach, Chicago Trading Co. gets a new CEO, and more.