Western Asset Insights

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.

Western Asset: 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 outcome...

The AI debate focuses on models, chips and market share. But the bigger story? Hundreds of billions in expected issuance across public and private markets, one of the largest financing waves credit ma...

Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.

Western Asset: Recent conservative election wins in Colombia and other countries, along with Brazil’s pivotal upcoming vote, are drawing renewed investor interest to the region and signaling a potenti...

Western Asset: Emerging markets are benefiting from improved investor sentiment and lower oil prices amid geopolitical shifts, while persistent inflation risks and slow real economic recovery undersco...

Thoughts from Western Asset on the closing of the Straight of Hormuz (again).