Western Asset Insights

The Fed held rates steady at its October meeting but kept the door open to further tightening, with two dissenting votes and hawkish rhetoric signaling that the pause is a skip, not a stop.

Western Asset’s Ion Dan explains why he thinks the fundamental case for agency mortgage-backed securities has strengthened.

Western Asset: The Fed raised interest rates for the first time since July 2023, signaling a stronger commitment to fighting inflation and projecting higher rates through 2027.

Western Asset examines the implications of the US Treasury’s announcement to at least double the size of its long-term bond buybacks.

In this third quarter update, Western Asset believes global fixed-income markets continue to navigate a complex backdrop as resilient growth, elevated inflation, hawkish central-bank pricing and the A...

Western Asset suggests Japanese government bond yields are rising for the first time in decades, prompting domestic investors to repatriate funds and signaling a shift in global capital flows.

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

The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.