Anatomy of a Recession Market Outlook Video

AOR: US Economic and Market Views - August 2022 Update

Economic and Market Views August 2022

Jeff Schulze explains why two straight quarters of US GDP contraction and a yellow signal for the ClearBridge Recession Risk Dashboard do not make recession a foregone conclusion and discusses how a soft landing for the economy could be still be achieved.

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Anatomy of a Recession Market Outlook
AOR Update: Wage Moderation Allows Fed Patience

AOR Update: Wage Moderation Allows Fed Patience

Jeff Schulze and Josh Jamner examine why slowing wage growth in the U.S. should offset fears that recent hot inflation prints could spur additional Fed tightening. They also explain how wages have achieved a “Goldilocks” zone supportive of a soft landing.

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