Western Asset

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[Western Asset @WesternAsset]

"Fuel costs are still high, but they appear to have peaked, so that energy costs will likely not further propel inflation in months to come." https://t.co/PeprJbGZdj #WAM_blog #Inflation #CPI #PCE

[Western Asset @WesternAsset]

"In our view, the risk isn't necessarily an imminent failure of UST demand, but rather that the market will now require a higher clearing yield to attract sufficient buyers." https://t.co/gdeHFRDfuN #WAM_blog #USTs #Inflation

[Western Asset @WesternAsset]

"Bond markets reacted negatively to today’s news, as apparently the robust overall job gains fueled fears of Fed tightening. However, we believe such fears are misplaced." https://t.co/4yDMfpdqbW #WAM_blog #BLS #JobsReport #Fed

[Western Asset @WesternAsset]

"In our view, the risk isn't necessarily an imminent failure of UST demand, but rather that the market will now require a higher clearing yield to attract sufficient buyers."https://t.co/3hVeYZTGq7 #WAM_blog #USTs #Inflation

[Western Asset @WesternAsset]

"Despite recent outperformance, Western Asset believes the municipal market continues to offer attractive after-tax income opportunities" https://t.co/u5bGs9TtgT #WAM_blog #muni #munibonds

[Western Asset @WesternAsset]

"Human oversight remains critical, particularly among lean reserve management teams ..." https://t.co/DB8VeCgmzQ #WAM_blog #CentralBanks

[Western Asset @WesternAsset]

"The real spending data, as reported, are not horrible but they do show some slowing in growth recently ..." https://t.co/UobTgn0y3c #WAM_blog #Inflation

[Western Asset @WesternAsset]

"In our view, agency MBS fit naturally into the broader evolution taking place in reserve management." https://t.co/HqaMi7eEhp #WAM_blog #FixedIncome

[Western Asset @WesternAsset]

"... in our view, the current UK gilt yields offer an attractive opportunity for fixed-income investors." https://t.co/crMNQOMpdg #WAM_blog #FixedIncome

[Western Asset @WesternAsset]

"... the traditional relationship between bonds and risk assets has become less predictable in an environment shaped by supply-side inflation shocks and geopolitical fragmentation." https://t.co/JIqYbO0ZrG #WAM_blog #FixedIncome

[Western Asset @WesternAsset]

"... builders continue to start new homes at a rate high enough to forestall any decline in inventories ..." https://t.co/dPz8lr51h0 #WAM_Blog #Housing Starts

[Western Asset @WesternAsset]

NEW: Key Convictions for 2Q26—a concise dashboard of our latest fixed-income insights, along with features discussing the global fixed-income landscape and how energy shocks driven by the conflict in the Middle East have reset rate expectations. https://t.co/x2lTAS174O

[Western Asset @WesternAsset]

"Western Asset believes that relatively high taxable-equivalent municipal yields have supported the recovery in fund flows ..." https://t.co/VAB6iF8d6C #WAM_blog #muni #munibonds

[Western Asset @WesternAsset]

"The ongoing cooling from peak pandemic-era stimulus suggests the US economy is gradually returning to its longer-term trend." https://t.co/LI6GK7xvE0 #WAM_blog #ConsumerSpending #USeconomy

[Western Asset @WesternAsset]

"... money market funds are no longer just passive cash vehicles; they’re an important part of the broader financial system" https://t.co/lvY6eboDTM #WAM_blog #MoneyMarkets #FixedIncome

[Western Asset @WesternAsset]

"... consumer spending is back on a decent growth track both before and after adjusting for inflation." https://t.co/E3yUvR02Vk #WAM_blog #ConsumerSpending #CPI #PCE #Inflation

[Western Asset @WesternAsset]

"... Asia increasingly appears less like a tactical allocation and more like a structural pillar of global fixed-income portfolios." https://t.co/akqwU53smv #WAM_blog #FixedIncome

[Western Asset @WesternAsset]

"Despite recent outperformance, Western Asset believes the municipal market continues to offer attractive after-tax income opportunities." https://t.co/jHz7aaxvmO #WAM_blog #muni #munibonds

[Western Asset @WesternAsset]

"Western Asset expects resilient economic growth to continue supporting wealth creation in key economic centers underpinning New York’s overall credit profile." https://t.co/IH6gXGlkBe #WAM_blog #muni #munibonds

[Western Asset @WesternAsset]

"... markets may be underestimating the durability of this conflict and becoming too complacent about outcomes that are not particularly friendly to risk assets." https://t.co/J8RkAsvyWz #WAM_blog