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Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, December 2022
This piece is approved to use with clients.
ClearBridge Investments’ Jeff Schulze discusses what is going on with home sales, corporate profits and labor.
Macroeconomic & Geopolitical
Anatomy of a Recession: Is Labor Market Economic Kevlar or Achilles Heel?
This piece is approved to use with clients.
ClearBridge Investments: While the labor market remains an economic bright spot, the Federal Reserve (Fed) may continue its tightening policy until more signs emerge that job growth and wages are experiencing substantial slowdowns.
Market Outlooks
Global Weekly Commentary: Don’t be tempted by the old playbook
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Major central banks will hike rates again this week: Getting inflation down means they need to crush demand, making recession foretold.
Market Outlooks
PMC Weekly Market Brief - December 12, 2022
PMC Weekly Market Brief - December 12, 2022
Market Outlooks
Global Weekly Commentary: A new playbook for a new regime
This piece is approved to use with clients.
We see the new regime playing out and not going away. Persistent production constraints keep this regime of higher macro and market volatility in place, in our view.
Market Outlooks
PMC Weekly Market Brief - December 5, 2022
PMC Weekly Market Brief - December 5, 2022