Sep 14, 2023

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...

Aug 10, 2023

Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at...

Jul 14, 2023

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk...

Jun 8, 2023

In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing...

May 9, 2023

Jeff Schulze, head of economic and market research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on Q1 earnings. In addition: the debt ceiling and perspective on the outcome of the FOMC...