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PODCAST Anatomy of a Recession: The long view for a new year
In our latest "Talking Markets" podcast, we meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.
2022 was a crazy year for global financial markets amidst escalating geopolitical risk, record levels of inflation and the highest central bank hiking cycle ever witnessed. Geopolitics in Europe and the subsequent knock-on effect for energy prices will likely continue to be a focus for investors. China’s COVID reopening is another focal point for investors at the start of the year.
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