Tactical Take

Tech strength holds as inflation heats up

Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_tech_strength_holds_inflation_heats_up_pod37_0526.mp3Podcast: Play in new window | Download (Duration: 31:34 — 43.4MB)Subscribe: RSS …

Tactical Take

Markets rebound after Iran ceasefire, but risks remain

Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_markets_rebound_iran_ceasefire_pod37_0426.mp3Podcast: Play in new window | Download (Duration: 22:17 — 30.6MB)Subscribe: …

Tactical Take

Iran war, oil backwardation, and the Fed’s next move

Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_iran_war_oil_markets_backwardation_pod37_0326.mp3Podcast: Play in new window | Download (Duration: 23:11 — 31.9MB)Subscribe: RSS …

Tactical Take

When policy, AI, and markets test investor conviction

Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_when_policy_ai_and_markets_test_investor_conviction_pod37_0226.mp3Podcast: Play in new window | Download (Duration: 27:57 — 38.4MB)Subscribe: RSS | …

Tactical Take

Growth to inflation: 4 things that may surprise in 2026

Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_from_growth_to_inflation_pod37_1225.mp3Podcast: Play in new window | Download (Duration: 20:15 — 27.9MB)Subscribe: RSS | More

Tactical Take

Employment, inflation, and AI: Looking back on 2025

Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_employment_inflation_ai_pod37_1125.mp3Podcast: Play in new window | Download (Duration: 19:40 — 27.0MB)Subscribe: RSS …

Tactical Take

Stocks get stronger while labor market gets weaker. What’s next?

From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_stocks_get_stronger_while_labor_gets_weaker_pod37_0925.mp3Podcast: Play in new window | Download (Duration: 23:49 — 32.7MB)Subscribe: RSS …

Tactical Take

Labor market slows as tech drives US economic growth

Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_labor_market_slows_tech_drives_us_economic_growth_pod37_0825.mp3Podcast: Play in new window | Download (Duration: 27:11 — …

Tactical Take

US dollar weakness and tariff impact surprises

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 …

Tactical Take

Same old song and dance: Slower growth, inflation & tariffs

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: RSS | More