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  2. Anatomy of a Recession Update: The Rotation Continues

Anatomy of a Recession Update: The Rotation Continues

Feb 12, 2026

Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his thoughts on rotation in the US equity space, consumer strength, and why markets may see some volatility in 2026.