Putnam Perspectives

Research insights from active investors

Posts from category: Macroeconomics

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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Warming economy may leave bond index cold

It appears likely that the U.S. economy will continue to improve, keeping interest rates elevated and volatile. The U.S. recovery, despite higher taxes, generally rising interest rates, and broad-based...

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