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Tactical Take

Natixis Investment Managers

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Recent episodes

  • Higher rates, higher oil. So why is growth holding up?Sep 29, 2026 · 23 min
  • Fed policy, yen intervention, and why bond yields keep risingAug 27, 2026 · 30 min
  • Does the AI stock correction change the outlook?Jul 31, 2026 · 24 min
  • Markets weigh AI bubble risk as Fed outlook turns hawkishJun 15, 2026 · 22 min
  • Tech strength holds as inflation heats upMay 28, 2026 · 32 min
  • Tech strength holds as inflation heats upMay 27, 2026 · 32 min
  • Markets rebound after Iran ceasefire, but risks remainApr 27, 2026 · 22 min
  • Iran war, oil backwardation, and the Fed’s next moveMar 25, 2026 · 23 min
  • When policy, AI, and markets test investor convictionMar 2, 2026 · 28 min
  • Growth to inflation: 4 things that may surprise in 2026Jan 6, 2026 · 20 min

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