Explore our thinking about today's financial markets
Most recent post
January 10, 2023 | Active Insights
Many investors believe that the U.S. is on the cusp of entering an economic recession. Our analysis looks at how the S&P 500 Index has performed during each U.S. recession since the mid-1950’s.
Capital Markets Outlook
January 12, 2023 | Capital Markets Outlook
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.
Fixed Income Outlook
November 4, 2022 | Fixed Income Outlook
Fixed income markets experienced widespread declines in the U.S. and globally in the third quarter of 2022, as inflation remained high and became more broad-based.
December 1, 2022 | Equity Insights
Members of Putnam's equity team offer insights and outlook on the consumer sector.