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Market Outlooks
Global Weekly Commentary: Downgrading stocks, upgrading credit
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We think the Great Moderation is over.
Market Outlooks
Global Weekly Commentary: An era of higher commodities prices
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We see an era of structurally higher commodities prices ahead.
Market Outlooks
Global Weekly Commentary: Outlook Forum debates new regime
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Global growth and inflation concerns are keeping investors up at night.
Market Outlooks
Global Weekly Commentary: Central bank blitz to hit growth
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We see the Fed on a path to raise rates far enough this year to hurt growth. The U.S. activity restart from the pandemic could grind to a halt in coming quarters.
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.