Brett S. Kozlowski, CFA
Co-Head of Structured Credit
More from the Fixed Income 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.