• 1 day ago

Emerging market official investors—including finance ministries, debt offices and public pension funds—play a critical but often overlooked role in shaping sovereign risk, currency movements and ca...

By Western Asset In Emerging Markets, Industry, Fixed Income, Portfolio Construction

• 3 days ago

In January, municipals outperformed, partially reversing their underperformance from 2025.

By Western Asset In Fixed Income

• 7 days ago

Service prices drove January's inflation rebound despite flat retail sales, suggesting persistent pricing pressures beneath seasonal adjustments and technical factors.

By Western Asset In Macro

• 9 days ago

January job growth was concentrated almost entirely in health care, with benchmark revisions confirming flat employment elsewhere and only modest improvement in manufacturing hours.

By Western Asset In Macro, Equities

• 10 days ago

This week we address early-year muni outperformance and the January effect.

By Western Asset In Fixed Income

• 17 days ago

Following the release of state and local tax collection estimates from the Census last month, this week we provide an update on state and local revenue drivers.

By Western Asset In Wealth Practice

• 23 days ago

The Fed held interest rates steady today, with Chair Powell signaling patience before any cuts while highlighting the US economy’s surprising strength and resilience amid ongoing inflation concerns.

By Western Asset In Fixed Income, Macro

• 25 days ago

Today’s economic data release reveals steady consumer spending patterns complemented by an encouraging upturn in manufacturing activity, suggesting the economy may have achieved robust GDP growth i...

By Western Asset In Macro, Equities

• 29 days ago

Despite media narratives about housing unaffordability, today’s typical homebuyer can actually afford current home prices, explaining why housing costs remain persistently high despite widespread c...

By Western Asset In Equities