Putnam Perspectives: Analysis of evolving market themes.
A surprising shortage in housing
According to Commerce Department data released in late June, there were 233,000 new homes sold in the first five months of this year - a 24% increase from the same period ...
Headwinds buffet emerging-market debt
Higher interest rates can challenge any fixed-income market, but rate increases in advanced economies can cause particular difficulty for emerging markets.
Why energy prices may stay weak
While energy consumption had been relatively stable in the developed world, supply has continued to expand.