Rising Risk Bears Watching in Oil Market

Recent attacks on oil tankers in the Gulf of Oman could lead to an escalation of U.S.-Iran tensions and higher oil prices.

Around the Curve

Tepid Inflation: Yet Another Sign

The Fed could have a challenge on its hands if it hopes to discover signs of a pickup in inflation.

Municipal Market Update: May

Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.

Around the Curve

Political Risk and Emerging Markets

The impact of political realities on sentiment provides an important counterpoint to traditional economic indicators when evaluating structural shifts in emerging market countries.

Market Update

Surprise Mexico Tariffs

The implications for trade, how Mexico may respond, and what it means for Mexican rates and asset prices.

Airport Infrastructure: Connecting the World

As air freight and passenger volumes grow, new investment in airport infrastructure assets represents a fresh source of opportunity.

India Wireless: A more rational market…finally?

The Indian mobile communications market has consolidated around three players.

REITs in Asia: An Exciting "Emerging" Asset Class

Largely a developed market phenomenon so far, incremental growth in REITs is likely to come from the emerging Asia markets.

Around the Curve

Chinese bonds: The Global Dimension

China's bonds are about to be included in important global bond indexes. Here's a primer on China's bond markets and what to expect when the markets go global.

Brazil: GDP Growth Momentum Sputters

Despite the downbeat outlook, we believe rates still have appeal at current levels, with additional interest rate cuts possible to counter the country's growth challenges.