Putnam Perspectives: Analysis of evolving market themes.
Why the economy looks solid
Despite jittery global markets, we believe consumer and trade data point to a balanced and healthy U.S. economy.
Winners and losers of cheap oil
When an asset price collapses, the pain is quick and concentrated, but the benefits tend to be more widely dispersed.
Why low oil prices may last
Oil prices are often volatile, but we see some longer term factors at work on both the supply side and the demand side of energy markets.