US equities continued to climb higher in May, with the S&P 500 Index rising 5.1%. Further de-escalation of geopolitical tension in the Middle East has paved the way for the market’s 19.5% advance from the late-March lows.
ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in non-US equities.
“Party like it’s 1999” is a phrase made famous by the musician Prince’s 1982 song, which experienced a renaissance amid Y2K fears and has since entered the lexicon meaning to celebrate intensely because the future is uncertain.
lthough AI is often blamed for labor weakness, the data suggests other dynamics are at play, as job creation is slowing most in industries with low AI adoption. Given the strong outlook for corporate earnings and policy support, the authors maintain a positive view, advising investors to "buy the dip."
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses key spending, employment and other policy factors he is following as we look forward to 2026.
ClearBridge Investments believes positive forces from One Big Beautiful Bill Act passage and future interest rate cuts should soon outweigh negative forces of tariff actions.
In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022.
The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.
As 2024 kicks off, we’re sitting down with ClearBridge Investments’ Head of Economic and Market Strategy, Jeff Schulze.
A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we’ve reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.
We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investors’ 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 consumer resilience will last into 2024.
With lots of chatter in the United States around the potential for a soft landing, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, shares his thoughts on the matter and the overall state of the US economy in our latest “Talking Markets” podcast.
Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
