Western Asset Insights

Western Asset: The Fed held interest rates steady at its January meeting, with Chair Powell signaling patience before any cuts while highlighting the US economy's surprising strength and resilience am...

Western Asset: A quarterly report providing an in-depth analysis of the global economic landscape, key drivers and insights into fixed-income markets for investors.

In this quarterly update, Western Asset believes fixed-income markets should benefit from improving growth in 2026, with subdued inflation and reduced uncertainty around tariffs.

Western Asset: Emerging markets appear well positioned to present selective opportunities in 2026, as strong fundamentals, attractive valuations and evolving geopolitical risks shape investment prospe...

Western Asset: The capture of Nicolás Maduro removes a single leader but does not resolve Venezuela’s structural political or economic crisis. Instead, it has thrust the country, the broader region, a...

Western Asset: Despite another 25-bp rate cut, Federal Reserve officials signaled growing uncertainty about future monetary easing, as persistent inflation, mixed economic signals and limited data sug...

In this quarterly update, Western Asset believes global labor markets are experiencing significant changes driven by both cyclical and secular factors, with regional variations requiring tailored poli...

Western Asset: EM and frontier market central banks have shifted from a narrow focus on holding US dollars and USTs as a crisis buffer to a more diversified, strategically managed approach to reserves...