THE YEAR IN REVIEW with Deputy CIO Michael Buchanan
Germany’s Expansionary Fiscal Policy—Are We Sure Godot Is Going to Show Up? (Part II)
by Andreas Billmeier, PhD
The Cyclical Case for Emerging Markets
by Chia-Liang Lian, Steven T. Saruwatari
Don’t Underestimate the Cost of Social Risk
by Robert O. Abad
In this two-part blog post, we look at German fiscal policy—what is changing, what needs to change, and by when.
Western Asset’s Michael Buchanan and Robert Abad explain why we believe the underpinnings of the current credit cycle are more nuanced than those of prior cycles.
Western Asset Portfolio Manager John Bellows was on CNBC's Power Lunch discussing why he believes the case for the Federal Reserve (Fed) rate cut is very straightforward, given slowing global growth and low inflation.