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Macroeconomic & Geopolitical
AOR Update: When to expect a recession?
ClearBridge Investments: Despite improving economic sentiment now leaning the consensus view toward a soft landing, we continue to believe a recession is on the horizon.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
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ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
Market Week in Review: U.S. core inflation rises 0.2% on monthly basis
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Why did the Fed lift borrowing costs again?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
The Long View: Who's Right?
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The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.
Market Outlooks
Market Week in Review: What’s the early read on Q2 earnings season in the U.S.?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: CPI data—just how Fed-friendly was it?
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.