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SKL Commentary

Bear Markets Restore Value

In his 4Q22 market commentary, Western Asset CIO Ken Leech discusses the difficulties investors faced this year, the importance of lower inflation and the upside to down markets.
Blog
Dec 02, 2022 ECONOMY

A Grinchy November Jobs Report

by Michael J. Bazdarich, PhD

Nov 29, 2022 INVESTING

When Diversification Fails … and Recovers

by Michael B. Zelouf, CFA

Nov 29, 2022 MARKETS

Weekly Municipal Monitor—Taxable Muni Value Continues

by Joseph Genco, Sam Weitzman

Blog

A Grinchy November Jobs Report

This was a pretty mixed bag of a report, but a distinct disappointment to markets, which were looking for enough slowing in job growth and wages to reassure themselves of a downshifting Fed.


CONTENT SPOTLIGHT
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Key Convictions
Dashboard summary of the Firm’s latest views

Global Outlook
Forward-looking assessment of global markets

Global Credit Monitor
Commentary on trends, technicals and relative value

Webcasts

9/22: PM Exchange: Credit Markets During a Growth Recession

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8/11: The Fed and Liquidity Markets—Balancing the Risks of Inflation and Recession

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7/7: 3Q22 Market & Strategy Update Webcast

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