Analysis of evolving market themes.
U.S. recession outlook as China reopens
We outline possible scenarios for inflation and recession in the year ahead and how global forces play roles.
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.
Temporary Mail Service Disruptions to Certain Countries Due to the Covid-19 Pandemic
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.
The United States Postal Service is unable to deliver mail to certain countries or territories. For a current list of international mail service suspensions, click here.
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