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Macroeconomic & Geopolitical
Recession indicators: Delayed, not dismissed
Quick takes on capital markets
Market Outlooks
Market Week in Review: U.S. Q1 GDP growth revised upward
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
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However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
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Market response.
Market Outlooks
AOR Update: Labor market cracks emerging
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ClearBridge Investments: Despite continued strong headline numbers suggesting labor market resilience, we believe an upward trend in initial jobless claims signals weakness ahead.
Market Outlooks
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets