Market Outlook

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Market Outlook

Market Outlook
Sep 12
Market Outlook

Mid Week Bond Update

Emerging Markets: Buying Fear

September 12, 2018

Emerging market bonds and Italian government debt bounced back from market lows; 10 years after the financial crisis, the market for residential mortgage backed securities looks very different.

Market Outlook
Sep 12
Market Outlook

Market Commentary

On EM Valuations and Fundamentals

September 12, 2018

The Emerging Market (EM) bear market could provide resplendent valuation opportunities. In our view, valuation and fundamentals will carry the day. The key to our prognosis: continuation of sustained moderate global growth.

Market Outlook
Sep 05
Market Outlook

Mid Week Bond Update

The Dollar: How High is Up?

September 05, 2018

The greenback's move is best understood in the context of the past five years; some troubled EM countries are taking positive steps; Italy's leadership appears to have committed to meeting EU budget guidelines.

Market Outlook
Aug 15
Market Outlook

Mid Week Bond Update

Turkey: Connect the Dots

August 15, 2018

So far, the flight to safety amid Turkey's currency crisis has been notable for its focus on genuine links between markets and institutions.

Market Outlook
Aug 08
Market Outlook

Mid Week Bond Update

U.S. Inflation: The Bond Market Weighs In

August 08, 2018

Signs of economic strength are plentiful. But the inflation outlook is pulling back – at least according to the market for U.S. Treasuries.

Market Outlook
Aug 01
Market Outlook

Mid Week Bond Update

Big Week for Central Banks: ECB, BOJ, FOMC, BOE

August 01, 2018

The meeting calendars of four key central banks have converged, generating a welter of decisions and data...

Market Outlook
Jul 31
Market Outlook

EM Debt: High Conviction Strategy

July 31, 2018

Despite the market spillover from developed market rate volatility, Western Asset does not view the recent market rout as sufficient basis to steer away from Emerging Market debt (EMD).

Market Outlook
Jul 25
Market Outlook

Mid Week Bond Update

U.S. Yield Curve: Inverting, or Reverting?

July 25, 2018

The loudest story in the U.S. bond market in 2018 is the flattening yield curve, headed toward inversion – and the recession which it nearly always portends. But what are observers to make of the steepening of the curve starting on Friday, July 20?

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...

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