Putnam Perspectives

Research insights from active investors

Posts from category: Macroeconomics

The coiled-spring economy

Despite ups and downs in quarterly GDP, we see trends that herald the economy's return to the “old normal,” pre-financial crisis pace of growth.

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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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Is the Fed fighting the last war?

In recent posts, we have approached the problem of the outlook for interest rates by outlining the questions that surround the potential growth rate of the U.S. economy. It...

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