Norman P. Boucher
Portfolio Manager
More from the None - Absolute Return team

Sector views
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.

Where to watch for job losses, by sector
Young businesses are a major source of employment, a key variable determining the economic cycle.

Expect a pause, not a pivot, as savings fuel spending
In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.

High job openings signal wage-price spiral
Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.