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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.
Macroeconomic & Geopolitical
Anatomy of a Recession: Not Your Father’s Energy Crisis
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The economic outlook bears little resemblance to the early pandemic, with consumption and business activity likely to slow from elevated levels but remain positive.
Market Outlooks
Global Weekly Commentary: Why we’re not buying the dip in stocks
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U.S. stocks have suffered the biggest year-to-date losses since at least the 1960s. That’s ignited calls to “buy the dip.” We pass, for now.
Market Outlooks
Student of the Market: June 2022
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Markets primed to be hawkish on rates
This piece is approved to use with clients.
The ECB is set to confirm this week that rate increases are imminent, and markets expect it to hike well into 2023.