• 30 Jul 2026

Today's economic data releases highlight notable gaps in how price changes are measured, driven largely by structural differences in the two major inflation indices amid modest but steady economic...

By Western Asset In Macro, Indexing / Passive, Equities

• 29 Jul 2026

Moody’s upgrade of Argentina is an important milestone, reflecting a genuine improvement in fiscal discipline, external accounts, reserve accumulation and the country’s broader financing framework.

By Western Asset In Emerging Markets

• 28 Jul 2026

This week we touch on valuation impacts following the underperformance of munis.

By Western Asset In Fixed Income

• 27 Jul 2026

Agency mortgage-backed securities may offer reserve managers an attractive way to boost returns through active management of prepayment risk and careful security selection, all while keeping the sa...

By Western Asset In Industry, Macro, Fixed Income

• 24 Jul 2026

Elevated mortgage rates and high inventory levels are keeping the new-home market in a holding pattern, with buyers priced out and builders showing little interest in cutting production.

By Western Asset In Fixed Income

• 22 Jul 2026

As the midterm elections approach, investors may want to consider how the prospect of divided government could affect the policy assumptions behind key investment themes.

By Western Asset In Macro

• 21 Jul 2026

This week we touch on summer technical dynamics.

By Western Asset

• 20 Jul 2026

As US-Iran tensions expand across the region, drawing in additional countries and threatening key strategic waterways, geopolitical uncertainty is widening the range of possible outcomes for fixed-...

By Western Asset In Macro, Fixed Income

• 16 Jul 2026

June retail sales showed healthy growth despite falling prices, though diverging inflation measures complicate the Fed's policy outlook.

By Western Asset In Equities, Macro, Portfolio Construction