74 subscribers
Gå frakoblet med Player FM -appen!
Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market
Manage episode 334305038 series 1809257
How deteriorating economic conditions make a US recession more likely. Plus, is a so-called soft-landing still even possible? And, a look at data from previous bear markets for clues on how long this one may last, and whether the S&P 500 has already hit bottom. Talking about it all is Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program.
135 episoder
Manage episode 334305038 series 1809257
How deteriorating economic conditions make a US recession more likely. Plus, is a so-called soft-landing still even possible? And, a look at data from previous bear markets for clues on how long this one may last, and whether the S&P 500 has already hit bottom. Talking about it all is Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program.
135 episoder
Alle episoder
×1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
1 Anatomy of a Recession Update: Speaking of the election 27:38
1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
1 Anatomy of a Recession Update: Economic growth ahead? 21:06
1 Global Investment Management Survey: Our collective forecast 13:24
1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
1 Anatomy of a Recession Update: What's different about this cycle? 23:36
1 Anatomy of a Recession Update: Soft landing chances rise 26:14
1 Anatomy of a Recession update: Changes in our dashboard 21:59
1 Anatomy of a Recession Update: New Year, New Dynamic 23:38
1 Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24 18:41
Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.