Market Outlook

Featured Market Outlook


Market Outlook

Market Outlook
May 24
Market Outlook

Tariff Trouble? Consider Cyclicals

May 24, 2019

Trade war talk has unleashed a wave of volatility that may be best surfed by looking at small-cap cyclical stocks.

Market Outlook
May 20
Market Outlook

Around the Curve

The Euro: Unloved, Unwanted, Ready to Rally

May 20, 2019

Despite the clouds, could the euro be set to appreciate as negative sentiment weakens and fundamentals improve?

Market Outlook
May 17
Market Outlook

Tariffs and Inflation: Not Particularly Worrisome

May 17, 2019

The bond market will be looking for any indirect impacts from the tariffs, which could stem from changes in financial conditions or changes to the global growth outlook.

Market Outlook
May 15
Market Outlook

Mid Week Bond Update

U.S. Consumers: The Debt Debate

May 15, 2019

Are newly cautious U.S. consumers behind the world's low interest rates?

Market Outlook
May 08
Market Outlook

Mid Week Bond Update

U.S. Growth: Lower-flation and the Fed

May 08, 2019

Inflation expectations in the U.S. remain stubbornly low.

Market Outlook
May 01
Market Outlook

Assessing the Health Care Selloff

May 01, 2019

Why ClearBridge believes recent headwinds have been largely sentiment driven and that strong fundamentals remain intact across key health care subsectors.

Market Outlook
May 01
Market Outlook

Mid Week Bond Update

U.S. Rates: The Fed at Work

May 01, 2019

The Federal Open Market Committee (FOMC) has more on its mind than the date and direction of its next move on rates.

Market Outlook
Apr 29
Market Outlook

Around the Curve

Stocks: Five Currency Myths Debunked

April 29, 2019

Over the years, we've observed some widely held misconceptions about currencies’ role in global equity investing.

Market Outlook
Apr 24
Market Outlook

Mid Week Bond Update

U.S. Municipal Bonds: Different Drumbeat

April 24, 2019

The flattening of the yield curve for munis might have a different significance than what's been seen in the yield curve for Treasuries.

Market Outlook
Apr 22
Market Outlook

Q1 Macro Commentary

The End of Normalization

April 22, 2019

Confidence in the global economy a year ago led policymakers to move too far and too fast -- ultimately hurting growth. Fortunately, the pendulum appears to be swinging the other way.

Market Outlook
Apr 17
Market Outlook

China GDP: To Worry, or Not?

April 17, 2019

China's strong GDP performance in Q1 was a surprise to the upside. But is the economy enjoying a longer-term turnaround?

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