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Macroeconomic & Geopolitical
What's Driving U.S. Dollar Strength
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As of mid-October, the U.S. dollar was trading at levels not seen since the early 2000s, when the U.S. Federal Reserve (Fed), under then-chairman Alan Greenspan, was raising interest rates to respond to a rapidly growing economy. In the past year, the U.S. dollar index, which compares the dollar with a basket of currencies, has risen more than 20%, the largest 12-month increase since 2015.
Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
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Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: Are we there yet?
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The current bear market is in its early stages with multiple compression driving losses so far. Where equities ultimately bottom will depend on how well the economy holds up and the trajectory of corporate earnings.
Investing Ideas
Factors, Sectors, Countries: Opportunities in Emerging Markets
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As we entered 2022, many emerging markets were already hurting. Let's take a deeper dive into how we're looking at emerging markets in light of higher commodity prices, rising rates, and the war in Ukraine.
Macroeconomic & Geopolitical
Anatomy of a Recession: Will the consumer bend or break?
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The labor market is a key area ClearBridge Investments are scrutinizing for signs that aggressive action by the Fed is dampening inflation.