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Author: Putnam Fixed Income Team

U.S. households and asset prices are at tipping point as Fed lifts rates
Fixed income Macroeconomics

U.S. households and asset prices are at tipping point as Fed lifts rates

In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.

China sets ambitious growth target despite new lockdowns
Fixed income International Macroeconomics

China sets ambitious growth target despite new lockdowns

China boosts fiscal spending to support its growth target in 2022 amid lockdowns in Shanghai and other cities.

Russia-Ukraine War could slow global growth
Fixed income International Macroeconomics

Russia-Ukraine War could slow global growth

The war and widespread sanctions will likely have a knock-on effect on economic growth, inflation, interest-rate policies, and the future of renewable energy.

Emerging markets walk a fine line
Fixed income International Macroeconomics

Emerging markets walk a fine line

Emerging market assets — especially currencies and bonds — have proved to be resilient amid the Russia-Ukraine conflict, rising interest rates and Omicron.

Precautionary stockpiling and its impact on growth
Fixed income International Macroeconomics

Precautionary stockpiling and its impact on growth

Companies are buying raw and intermediate goods at a record pace, which will influence economic growth in 2022.

How could the yield curve impact risk assets in 2022?
Fixed income Macroeconomics

How could the yield curve impact risk assets in 2022?

The Fed’s policy changes will have implications for the U.S. Treasury market and other financial assets.

The Fed’s conundrum — $7 lattes, $5 gas, 0% interest rates
Fixed income International

The Fed’s conundrum — $7 lattes, $5 gas, 0% interest rates

We believe the Fed is likely behind the curve in containing inflation with ultra-low interest rates.

Regulatory storm sweeps across China
Fixed income International Macroeconomics

Regulatory storm sweeps across China

President Xi Jinping’s “common prosperity” campaign to address China’s wealth gap has converged with the regulatory crackdowns.

Markets see living with Covid-19 as the new normal
Fixed income Macroeconomics

Markets see living with Covid-19 as the new normal

Global financial markets might be pricing in a “living with the virus” environment and are adjusting to a lower growth path.

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