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Market Outlooks
Anatomy of a Recession: The Lagged Effects of Rate Hikes have Started
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A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?
Market Outlooks
Anatomy of a Recession Update: The dominoes are falling
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ClearBridge Investments: The Recession Risk Dashboard saw three negative signal changes this month, suggesting a significant downshift in the economy.
Policy and Regulatory Commentary
573 Days To Go: The Election Marathon Has Begun
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It may only be the second quarter of 2023, but after several announcements today and this past week, it is clear 2024 is upon us.
Market Outlooks
Banking Turmoil: Outlook and Investment Implications
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While the full impact of the turmoil in the banking industry and the Fed’s response is still unknowable, we are gaining perspective on its economic impact, and thus its investment implications.
Macroeconomic & Geopolitical
The Active Share: Are Microchips the New Oil?
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Microchips are the building blocks of the modern economy, but what are the geopolitical implications of this new power player?
Policy and Regulatory Commentary
2023: 2008 All Over Again?
What Happened to Silicon Valley Bank and Is It 2008 Again?