Economy
Hawks, Hikes and High Bars
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, the Fed, earnings, and positioning in the Natixis model portfolios.
No Cuts? No Problem.
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Bubble Trouble?
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Herding Hawks at the Fed
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
What Really Matters in 2024
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.