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Analysis of evolving market themes.
U.S. households and asset prices are at tipping point as Fed lifts rates
In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.
China sets ambitious growth target despite new lockdowns
China boosts fiscal spending to support its growth target in 2022 amid lockdowns in Shanghai and other cities.
Economic Update for May 16, 2022
Highlights of key economic statistics from last week compiled by Putnam Investments.
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Pursuant to the Security and Exchange Commission's Staff Statement Regarding Temporary International Mail Service Suspensions to Certain Jurisdictions Related to the Covid-19 Pandemic, Putnam Investments will be delaying mailings to affected shareholders. For a copy of the SEC's statement, click here.
As of January 28, 2022, the United States Postal Service is unable to deliver mail to the following countries or territories: Afghanistan, Australia, Bhutan, Brunei, Central African Republic, Chad, Cuba, French Guiana, Guadeloupe, Laos, Liberia, Libya, Martinique, Mayotte, Mongolia, New Zealand, Papua New Guinea, Réunion (Bourbon), Saint Pierre and Miquelon (Miquelon), Samoa, Sierra Leone, South Sudan, Syria, Timor-Leste, Turkmenistan, and Yemen. For a current list of international mail service suspensions, click here.
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