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Market Outlooks
Global Weekly Commentary: Tighter policy all around
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The Bank of Japan surprised markets last week after it tweaked its yield curve control policy again, joining a tightening wave across developed markets (DM).
Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: Gradually, Then Suddenly
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In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
Policy and Regulatory Commentary
Can Lawmakers Agree On Digital Asset Legislation?
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While Republicans and Democrats both have expressed worries – and interest – about digital assets, there are still major differences between the two parties in how to approach oversight over the marketplace.
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
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The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.
Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Policy and Regulatory Commentary
It’s ESG Month in the House Financial Services Committee
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For years, Republicans and Democrats, lobbyists, trade associations, and key industry players in the transportation and manufacturing sectors would gather in Washington, D.C. to celebrate “Infrastructure Week.”