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Policy and Regulatory Commentary
U.S. debt ceiling: Bills borrowing and brinkmanship
Quick takes on capital markets
Policy and Regulatory Commentary
Anatomy of a Recession: The Fed's Job Problem
This piece is approved to use with clients.
A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.
Policy and Regulatory Commentary
With More Stimulus on the Horizon, Fed Expects a Strong Recovery in 2021
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The Federal Reserve in March raised its forecasts for GDP growth, inflation and employment, based on the $1.9 trillion in new stimulus signed into law and an accelerated vaccine rollout.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
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.
Policy and Regulatory Commentary
Patience required: How the close vote count may (or may not) impact markets and investors
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
Policy and Regulatory Commentary
COVID-19 isn’t going away
This piece is approved to use with clients.
Colossal policy responses in the second quarter reassured investors that the U.S. economy can weather the COVID-19 downturn, with a relatively quick return to risk assets pushing the S&P 500® up 20.5% for the period, its best quarter since 1998. After bottoming in March, U.S. stocks rose as much as 44% before the rally stalled a bit over the last few weeks of the quarter. We saw a few signs of hesitation for more policy among lawmakers as indicators improved, but overall both Congress and the Federal Reserve (Fed) remain prepared to do more.