Market Outlook

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Market Outlook

Market Outlook
Nov 13
Market Outlook

Mid Week Bond Update

Pound and Euro: Under Pressure

November 13, 2018

While the rising dollar has been getting all the attention, the British pound and the euro have been surprisingly resilient in the face of significant pressure.

Market Outlook
Nov 09
Market Outlook

Continuing expansion

The Credit Cycle: Key Signals

November 09, 2018

None of the five early warning indicators tracked by Western Asset point to an end of this expansion phase of the economy.

Market Outlook
Nov 07
Market Outlook

Market and Strategy Update

The Continuing Uneven Global Recovery

November 07, 2018

Our thought now is that the optimism for US growth is a bit overdone and pessimism around lethargic global growth rates has swung too far to the downside. S

Market Outlook
Nov 07
Market Outlook

Mid Week Bond Update

U.S. Rates: Sleeper Steepening

November 07, 2018

While some market observers worry about an overly hawkish Fed provoking recession, the U.S. Treasury yield curve appears to be sending a somewhat different message.

Market Outlook
Oct 31
Market Outlook

Mid Week Bond Update

European Bonds: Ignoring Politics?

October 31, 2018

Economics took a back seat to politics in European market last week.

Market Outlook
Oct 24
Market Outlook

Mid Week Bond Update

Bonds and Budgets: Italy vs. EU

October 24, 2018

The EU sent back Italy's budget for revisions; U.S. Treasuries got a safe-haven boost; macro events showed up in key currencies.

Market Outlook
Oct 17
Market Outlook

Mid Week Bond Update

U.S. Debt: Punchbowl Economics

October 17, 2018

U.S. Treasuries focused on Fed policy more than prospects for growth; EM currencies rose post-Q2; China trimmed its holdings of U.S. Treasuries along with the rest of its FX reserves.

Market Outlook
Oct 10
Market Outlook

Mid Week Bond Update

U.S. Inflation: Expecting the Best

October 10, 2018

The upward move in 30-year yields begs questions about growth, inflation and the Fed's next moves; Brazil's post-election markets all move up; China's bank reserve requirements are moved down.

Market Outlook
Oct 08
Market Outlook

Around the Curve

EM Dollar Debt: Regime Change?

October 08, 2018

In dollar-denominated EM debt, differentiation among markets may be growing, suggesting a closer look.

Market Outlook
Oct 05
Market Outlook

Anatomy of a Recession:

One for the Record Books

October 05, 2018

ClearBridge's Recession Risk Dashboard continues to point to healthy backdrop for the U.S. economy and further continuation of an already record-setting expansion, with equity markets benefiting from buybacks and other shareholder-friendly moves through the coming quarter.

Market Outlook
Oct 03
Market Outlook

Mid Week Bond Update

U.S. Economy: "Historically Rare"

October 03, 2018

Fed Chairman Powell reiterated the FOMC's view of the economy as unusually favorable; Argentina has made some gains, courtesy of the IMF; Italy's latest budget is still a work in progress.

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