Market Outlook

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Market Outlook

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 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.

Market Outlook
Jun 29
Market Outlook

U.S. Equities

Beyond the Wall of Worry

June 29, 2018

Though trade war tensions could sidetrack investors, history suggests markets should rally after midterm elections -- with recession risks low going into Trump's third year in office.

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 Outlook
Jun 20
Market Outlook

Mid Week Bond Update

Inflation: Lower for the Duration?

June 20, 2018

Inflation is famously difficult to measure – and could very well be lower than some may assume – a potential benefit for investors with longer-than-benchmark duration.

Market Outlook
Jun 13
Market Outlook

Mid Week Bond Update

The Fed, the ECB, the UK: Foregone Confusion

June 13, 2018

Few doubted that the FOMC would raise its Fed Funds target rate to 2.0% on June 13th, or that the ECB would remain resolutely vague about the timing of its next hike and the wind-down of its bond-buying program in its monthly press conference on June 14th. For Brexit, the only certainty is...

Market Outlook
Jun 06
Market Outlook

Mid Week Bond Update

Short-Term Money: Rates Call the Tune

June 06, 2018

Liquid assets with short-dated maturities – bank deposits, overnight lending, money-market instruments and the like – flow toward the highest rate of return available...

Market Outlook
May 30
Market Outlook

Uncertainty Weighs on Italian Banks

May 30, 2018

Italy’s failure to form a government has caused bond spreads to widen sharply and could cause the ECB to delay its rate tightening plans. If so, that could pressure many European financial stocks and make the outlook for bank earnings growth much less bullish.

Market Outlook
May 30
Market Outlook

Mid Week Bond Update

When Italy Sneezes: Highly Contagious

May 30, 2018

Italian politics, a sideshow earlier in 2018, jumped into the center ring over the weekend...

Market Outlook
May 23
Market Outlook

Mid Week Bond Update

Emerging Markets: Beyond the Dollar

May 23, 2018

The dollar pulled back somewhat from its mid-April climb, but the narrative of a rising greenback has gripped the imagination...

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