Featured Insights


Chart of the Week

STOCKS: MARKET VALUATION HOLDING STEADY

Source: Bloomberg, July 13, 2018. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

 

Market Snapshot

U.S. Jobs: Changing Times

U.S. workers are getting raises the old fashioned way – by changing jobs; Mexico's new president-elect has had the apparent backing of financial markets so far; China's currency policies remained unchanged in the face of strong external pressure on trade.


Featured Insights

Market Snapshot
Jul 20
Market Snapshot

U.S. Growth and the Fed: Fade to Beige?

July 20, 2018

The Fed's Beige Book gave a glimpse of the future impact of the labor shortage – and the trade conflicts; copper prices showed the impact of possible future trade weakness on today's demand; the UK and the EU get down to business on finding a workable compromise on a post-Brexit border in Ireland

Market Outlook
Jul 18
Market Outlook

Third Quarter Outlook

Market & Strategy Update: Quick Take

July 18, 2018

Western Asset CIO Ken Leech surveys the state of global bond markets, sharing views on growth, inflation and the impact of trade and monetary policy.

Market Outlook
Jul 18
Market Outlook

Mid Week Bond Update

The Fed Playbook: For Now

July 18, 2018

Fed Chair Jerome Powell’s July 17th testimony before the Senate Banking, Housing, and Urban Affairs Committee featured a slight, yet unmistakable shift in tone about the pace and level of future rate hikes...

Market Snapshot
Jul 13
Market Snapshot

U.S. Jobs: Changing Times

July 13, 2018

U.S. workers are getting raises the old fashioned way – by changing jobs; Mexico's new president-elect has had the apparent backing of financial markets so far; China's currency policies remained unchanged in the face of strong external pressure on trade.

Market Outlook
Jul 11
Market Outlook

MidWeek Bond Update

Brexit, Mexico, FX: What's Next?

July 11, 2018

Recent moves by the U.S. have encouraged talk of an end to the post-1945 world order in commerce and diplomacy. But business leaders and financial markets have reacted with relative calm, suggesting that the current chatter could be overdone.

Investment Insights
Jul 04
Investment Insights

Japanese equities

Kaizen for corporate governance

July 04, 2018

For a very long time, diversity has been the elephant in the boardroom as far as Japanese businesses are concerned -- but new national recommendations for corporate governance may be a catalyst for change.

Investment Insights
Jul 03
Investment Insights

Do Emerging Markets Have a U.S. Dollar Problem?

July 03, 2018

There is a widely held belief that emerging markets (EM) are vulnerable to U.S. dollar strength. We're not convinced.

Market Snapshot
Jun 29
Market Snapshot

U.S. Economy: Goldilocks Scenario?

June 29, 2018

Inflation hit the 2% target and personal spending picked up in May; The 28-member European Union found a way to agree on immigration policy; Mexico's election looked set to mark a significant change in direction.

Investment Insights
Jun 28
Investment Insights

The EM trends that matter

June 28, 2018

Many investors have historically been hesitant to invest in emerging markets, concerned about currency volatility, political instability and an over-reliance on commodities. Yet this view is increasingly outdated as the sector evolves and becomes more resilient.

Market Outlook
Jun 27
Market Outlook

Mid Week Bond Update

Back From the Brink: A Cautionary Tale?

June 27, 2018

The agreement announced June 22 between Greece and the rest of the European Union deferred repayment of older bailout loans by ten years...

Market Snapshot
Jun 22
Market Snapshot

OPEC: Crude Agreement

June 22, 2018

OPEC made a deal to hike production by 1 million barrels – and included Russia; Emerging Market election season begins with Turkey; European service growth beat expectations for June; U.S. tax revenue from its metals tariffs netted nearly $800 million so far; the costs have yet to be tallied.

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