Reflections on economic and social trends that impact investor sentiment and behavior.
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Western
Ken Leech offers perspective on issues affecting the global economy and bond markets


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Western | July 31,2015
Michael Buchanan discusses the decline in liquidity across fixed-income asset classes
Western | July 27,2015
Global Bond Review June 2015
8 Likes
Legg Mason | July 21,2015
Quarterly chartbook of key market and economic data
4 Likes
Western | July 17,2015
HY energy company managements will sharpen and shape their decision-making as industry economics dominate.
2 Likes
Western | July 10,2015
Chia-Liang Lian on recent developments in China and what could lie ahead for its economy and markets
Legg Mason | July 8,2015
A timeline of the Greek debt crisis, building for years, helps put it in perspective and reviews what it could mean going forward
1 Likes
Legg Mason | July 8,2015
The fundamentals of diversification work for income-oriented asset classes - a potential benefit for income investors and others
1 Likes
ClearBridge | July 7,2015
The July 5 referendum averted a major crisis but left the Eurozone and Greece weaker, says Global Value Team leader Safa Muhtaseb
ClearBridge | July 7,2015
Brian Angerame and Derek Deutsch discuss the potential benefits of high-quality mid-cap stocks in an asset allocation
Western | July 2,2015
Andrew Belshaw discusses choices and potential outcomes facing Greece and the Eurozone


Poll

When will the Fed raise the Fed Funds target rate?








Poll

When will the Fed raise the Fed Funds target rate?

June
(2%)
September
(32%)
November
(24%)
Not until 2016
(42%)



Previous month Poll

Will the current wave of central bank easing jump-start the world's economies?

No - The real issues are structural - real progress on labor reform and regulatory excess will have more impact
(32%)
No - Deflation is already taking hold, making monetary policy changes ineffective
(5%)
Yes - The US model shows that monetary easing can help economies heal in the medium term
(19%)
Yes, but it will take even  longer than it did in the US, and the delay will have a negative political impact
(44%)