Category: Tactical Take

Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be. https://media.blubrry.com/natixis/content.blubrry.com/natixis/us_dollar_weakness_and_tariff_impact_surprises_pod37_0725.mp3Podcast: Play in new window | Download (Duration: 23:36 …

Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_same_old_song_and_dance_pod37_0625.mp3Podcast: Play in new window | Download (Duration: 19:22 — 26.6MB)Subscribe: Apple Podcasts | …

Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_us_china_tariff_rollback_and_economic_slowdown_pod37_0525.mp3Podcast: Play in new window | Download (Duration: 21:28 — 29.5MB)Subscribe: Apple …

Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_recession_threat_how_tariffs_shape_economic_outlook_pod37_0425.mp3Podcast: Play in new window | Download (Duration: 20:32 — 28.2MB)Subscribe: Apple Podcasts | RSS | …

In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_deepseek_tariffs_and_us_exceptionalism_pod37_0325.mp3Podcast: Play in new window | Download (Duration: …

Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tariff-talks-and-market-implications-pod37-0225.mp3Podcast: Play in new window | Download (Duration: 18:28 — 25.4MB)Subscribe: Apple Podcasts | RSS …

What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take. https://media.blubrry.com/natixis/content.blubrry.com/natixis/5-economic-factors-to-watch-in-2025-pod37.mp3Podcast: Play in new window | Download (Duration: …

Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take. https://media.blubrry.com/natixis/content.blubrry.com/natixis/the-tactical-take-economic-insights-2024-reflections-and-2025-projections-pod37-1224.mp3Podcast: Play in new window | Download (Duration: 27:06 — 37.2MB)Subscribe: Apple Podcasts …

Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical-take-election-aftermath-market-reaction-and-economic-outlook-pod37-1124.mp3Podcast: Play in new window | Download (Duration: 25:11 — 34.6MB)Subscribe: Apple Podcasts | …

Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models. https://media.blubrry.com/natixis/content.blubrry.com/natixis/china-stimulus-fed-cuts-global-growth-bump_POD37-1024.mp3Podcast: Play in new window | Download (Duration: 19:03 — 26.2MB)Subscribe: Apple …