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.

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: 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: What is a recession, exactly?
Alternatives

PODCAST Anatomy of a Recession update: What is a recession, exactly?

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

Perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.