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Anatomy of a Recession Update: How Long Will Consumers Keep Spending?
Manage episode 383105898 series 1809257
We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.
137 episoder
Manage episode 383105898 series 1809257
We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.
137 episoder
Alla avsnitt
×![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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