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Anatomy of a Recession: Focusing on the Fed
Manage episode 343984404 series 1809257
We speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve’s latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovish pivot. And, how much is a recession already baked into the markets?
135 episoder
Manage episode 343984404 series 1809257
We speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve’s latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovish pivot. And, how much is a recession already baked into the markets?
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
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