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Macroeconomic & Geopolitical
Recession Indicators: Labor Measures Show Improvement
This piece is approved to use with clients.
ClearBridge Investments believe an improving jobs market will help drive further upside to consumption and GDP expectations as individual stimulus payments begin to wane.
Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.