Putnam Perspectives

Research insights from active investors

Inflation likely to pressure the Fed

The most pressing issue for global markets for the remainder of the third quarter will be the mounting challenge for the U.S. Federal Reserve to keep reinforcing its “optimal control” framework in the face of higher inflation data. Striking the right balance The Fed has a dual mandate under the law: to pursue policies that …

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Real estate recovery gets real

The U.S. housing market appears to be transitioning from a fast-paced recovery to a more mature expansion underpinned by a balanced supply-demand outlook. As a result of higher home...

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Russia poses new risk for Europe

The annexation of Crimea by Russia led to a sharp sell-off in markets and especially in various Russia-exposed stocks. European companies whose businesses are leveraged to the Russian economy...

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Japan’s reforms face moment of truth

Regarding Japan, we have expressed optimism in recent quarters about the potential economic gains from Prime Minister Abe’s reform program. In 2013, the government and the Bank of Japan...

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