• 2 days ago

The Federal Reserve just lowered rates by 25 basis points to support a slowing job market and hints at more rate cuts in 2025 as it balances concerns about inflation and employment.

By Western Asset In Fixed Income, Macro

• 3 days ago

Retail sales and inflation-adjusted control sales both increased in August, reflecting steady consumer spending despite ongoing job growth slowdown and tariff pressures.

By Western Asset In Equities, Macro

• 4 days ago

Evolving UK labour market conditions and monetary policy developments suggest the potential for further Bank of England rate cuts. Our view is that current market expectations may be underestimatin...

By Western Asset In Macro, Portfolio Construction, Industry

• 8 days ago

The latest CPI report shows higher shelter and goods prices, steady services inflation and that most new jobs are in health care—all important for the Fed’s rate cut decisions.

By Western Asset In Macro, Equities

• 10 days ago

Following last week’s Labor Day holiday and the weak jobs report, we check in on state and local payroll data.

By Western Asset

• 14 days ago

The August jobs report showed most new private-sector jobs came from health care, while overall job growth remained weak, increasing the likelihood of a Federal Reserve rate cut.

By Western Asset In Macro, Equities

• 15 days ago

Surging government bond yields in developed markets highlight growing fiscal and inflation challenges for global investors.

By Western Asset In Fixed Income, Macro

• 21 days ago

Consumer spending in July showed steady growth, with robust merchandise sales and cooling inflation in goods, while persistent price pressures in services suggest the US economy remains resilient b...

By Western Asset In Equities, Macro

• 23 days ago

This week we touch on significant performance differences across the municipal market, underscoring the potential value of active management.

By Western Asset In Equities