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Policy and Regulatory Commentary
Staying Positive: What Happens When (If?) A Debt Limit Deal Is Struck?
The brinksmanship continues. The two parties still have not struck a deal to lift the federal borrowing limit.
Market Outlooks
Is There A Default Playbook?
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In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
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.
Policy and Regulatory Commentary
2023: 2008 All Over Again?
What Happened to Silicon Valley Bank and Is It 2008 Again?
Policy and Regulatory Commentary
The CFPB Saga Continues
Let’s take a look at why GOP lawmakers are so opposed to the CFPB as it’s currently structured.