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Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
Manage episode 317481575 series 1809257
Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates.
137 episoade
Manage episode 317481575 series 1809257
Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates.
137 episoade
Toate episoadele
×![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38
![Artwork](/static/images/128pixel.png)
1 Global Investment Management Survey: Outlook on equities and more 23:36
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Speaking of the election 27:38
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Economic growth ahead? 21:06
![Artwork](/static/images/128pixel.png)
1 Global Investment Management Survey: Our collective forecast 13:24
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: What's different about this cycle? 23:36
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Soft landing chances rise 26:14
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession update: Changes in our dashboard 21:59
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