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Western Asset Research Hub

Finvaulta tracks 7 research reports from Western Asset, updated through October 2, 2026. Latest: Softer Job Growth, Stronger Consumer, Inflation Revised Lower.

Western Asset research covering government bonds, macro, credit, and equities, from Western Asset. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection and is not affiliated with Western Asset; views and forecasts belong to the named report issuers.

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Latest research

Softer Job Growth, Stronger Consumer, Inflation Revised Lower

Western Asset·Oct 2, 2026

Recent US economic data highlight moderating private payroll job growth, resilient consumer spending, and downwardly revised core PCE inflation to 3.0%. These trends indicate a stable growth environment that removes labor-market pressure on the Federal Reserve to further tighten policy.

US Iran Update A Framework Not A Settlement

Western Asset·Jun 17, 2026

The market has reacted positively to a US-Iran memorandum, treating it as a sign that geopolitical conflicts have resolved. However, this is likely only a temporary negotiating framework, and structural risks remain.

Global Bond Yields: The Kettle Is Whistling

Western Asset·May 26, 2026

Global bond yields are surging as markets reprice inflation and geopolitical risks following military strikes in Iran and worsening fiscal deficits in developed markets.

Homebuilding Stabilizing in April

Western Asset·May 25, 2026

Single-family homebuilding stabilized in April 2026, with activity remaining flat over the past year despite a 9% monthly drop in starts following a strong March.

Asian Bonds No Longer Just an EM Trade

Western Asset·May 14, 2026

Asian bond markets are increasingly viewed as a distinct, stable asset class rather than a volatile emerging market trade, outperforming DM peers through early 2026.

Weekly Municipal Monitor: New York Ends Impasse

Western Asset·May 14, 2026

Municipals outperformed Treasuries last week amid record low consumer sentiment and strong job growth. New York finally reached a FY2027 budget agreement, which Western Asset believes supports the attractive relative value of NY municipal bonds.