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PODCAST: Anatomy of a recession—Interpreting mixed economic signals
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So far this year, the US equity market has shown remarkable resilience and US inflation has remained sticky. Against this backdrop, a recent survey of our chief investment officers offers analyses and perspectives on key areas, such as Federal Reserve rate cut expectations, geopolitical risks, uncertain corporate earnings and opportunities in different asset classes.
A look at the US economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.
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