China’s economy braces for fallout from coronavirus
There will be some temporary disruption to economic activity in China and elsewhere from the coronavirus outbreak.
Author: Michael J. Atkin
Mr. Atkin is a Portfolio Manager in the Global Fixed Income group. He is responsible for managing core global fixed income, emerging-market debt, fixed income global alpha, and global government strategies. In addition, he leads the macroeconomic discussions as part of the Portfolio Construction group and manages a team of analysts who evaluate government securities in G7 countries and emerging markets. Mr. Atkin joined Putnam in 1997 and has been in the investment industry since 1988.
Why Brazil’s crisis creates new concerns
The revelations of May 17 may pose a threat to President Temer’s administration, and therefore a threat to Brazil’s short- and medium-term economic outlook.
See the dove in the Fed’s dot plot
The market sees a more hawkish Fed in the December 2016 rate hike, but we see see signs of a dove in the Fed’s dot plot.
Facing down the fiscal cliff (replay)
How much might the fiscal cliff disrupt the economy? Improving trends in the U.S. private sector — from housing prices to consumer confidence — contrast with the possible negative effects on growth as the public sector moves toward fiscal consolidation. This recording has been edited from its original format.
New developments raise concerns about European debt
Developments in European sovereign debt markets have taken a significant turn recently, and the risk that the crisis could affect financial markets has increased.
Inflation: Just what the Fed ordered
Inflation has popped back up in the headlines after a long absence. In January, prices measured by the Consumer Price Index (CPI) were up 1.6% from a year earlier, the biggest increase in eight months.