"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
"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
"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
"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
"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
"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
"... in our view, the current UK gilt yields offer an attractive opportunity for fixed-income investors." https://t.co/crMNQOMpdg #WAM_blog#FixedIncome
"... 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
"... 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
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 believes that relatively high taxable-equivalent municipal yields have supported the recovery in fund flows ..." https://t.co/VAB6iF8d6C #WAM_blog#muni#munibonds
"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
"... 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
"... 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
"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
"... 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