Beyond Bulls & Bears

Tag: Anatomy of a Recession

PODCAST Anatomy of a Recession: The lagged effects of rate hikes have started
Perspectives

PODCAST Anatomy of a Recession: The lagged effects of rate hikes have started

A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Jeffrey Schulze, CFA |
Anatomy of a Recession: The Fed’s job problem
Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a recession—Interpreting mixed economic signals
Perspectives

PODCAST: Anatomy of a recession—Interpreting mixed economic signals

A look at the US economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a recession—Focusing on the Fed
Equity

PODCAST: Anatomy of a recession—Focusing on the Fed

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their "Anatomy of a Recession" program, speaks about how the Federal Reserve’s latest moves are impacting the odds of a recession in the United States. Plus, what it would take for the Fed to reverse course and make a dovish pivot, and how much a recession is already baked into the markets.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market
Equity

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market

In our latest "Talking Markets" podcast, Jeff Schulze of ClearBridge Investments shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term
Perspectives

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near term.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
Perspectives

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong

In our latest "Talking Markets" podcast, 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. 

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a Recession: Looking Ahead to 2022
Equity

PODCAST: Anatomy of a Recession: Looking Ahead to 2022

In our latest "Talking Markets" podcast, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer. He explains how all of these variants are factored into determining the risk of recession along with the investment implications.

Jeffrey Schulze, CFA |