Beyond Bulls & Bears

Anatomy of a Recession Update: The case for economic reacceleration
Equity

Anatomy of a Recession Update: The case for economic reacceleration

We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

Anatomy of a Recession Update: Speaking of the election
Equity

Anatomy of a Recession Update: Speaking of the election

With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and the overall US economy.

Anatomy of a Recession Update: Economy’s health holds steady
Equity

Anatomy of a Recession Update: Economy’s health holds steady

Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.

PODCAST Anatomy of a Recession Update: Economic growth ahead?
Perspectives

PODCAST Anatomy of a Recession Update: Economic growth ahead?

We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.

PODCAST Anatomy of a Recession Update: Profit margins and credit spreads improve
Equity

PODCAST Anatomy of a Recession Update: Profit margins and credit spreads improve

In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. In or latest "Talking Markets" podcast, we speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

PODCAST Anatomy of a Recession Update: A wait-and-see Fed
Alternatives

PODCAST Anatomy of a Recession Update: A wait-and-see Fed

Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.

PODCAST Anatomy of a Recession Update: What’s different about this cycle?
Equity

PODCAST Anatomy of a Recession Update: What’s different about this cycle?

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US equities and the impact of the Magnificent Seven.

PODCAST Anatomy of a Recession update: Soft landing chances rise
Equity

PODCAST Anatomy of a Recession update: Soft landing chances rise

In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022. We speak with Jeff Schulze of ClearBridge Investments about this change and his current base case for the US economy.

Anatomy of a Recession update: Changes in our dashboard
Equity

Anatomy of a Recession update: Changes in our dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.

PODCAST Anatomy of a Recession Update: New year, new dynamic
Equity

PODCAST Anatomy of a Recession Update: New year, new dynamic

As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow and learn whether recent US economic and labor data have impacted his views on the likelihood of a soft landing.

PODCAST Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24
Equity

PODCAST Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.

PODCAST Anatomy of a Recession update: How long will consumers keep spending?
Equity

PODCAST Anatomy of a Recession update: How long will consumers keep spending?

We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investors' minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether consumer resilience will last into 2024.