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Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Market Outlooks
PMC Weekly Market Brief - November 20, 2023
PMC Weekly Market Brief - November 20, 2023
Market Outlooks
PMC Weekly Market Brief - November 13, 2023
PMC Weekly Market Brief - November 13, 2023
Market Outlooks
PMC Weekly Market Brief - November 6, 2023
PMC Weekly Market Brief - November 6, 2023
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023
Market Outlooks
PMC Weekly Market Brief - October 23, 2023
PMC Weekly Market Brief - October 23, 2023
Market Outlooks
PMC Weekly Market Brief - October 16, 2023
PMC Weekly Market Brief - October 16, 2023
Market Outlooks
Anatomy of a Recession: Lower yields, so what?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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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.
Market Outlooks
AOR Update: Lower yields, so what?
This piece is approved to use with clients.
ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.