Market Outlook
Featured Market Outlook
Recession Indicators Update
Soft Patch or Slowdown Leading to Recession?
While we could be in the late stages of the current bull market, we see stocks grinding higher in the coming months through increased volatility.
3Q 2019 Market & Strategy Update
Central Banks: At the Ready
The Fed and other central banks have started focusing on core inflation outcomes—a decisive policy shift which suggests that rates will be “low for longer” than previously expected.
Markets Now: Review and Outlook
Global equity markets rallied in June and most major equity regions fully recovered from May’s selloff.
![THE "GREENIFICATION" OF CHINA](/content/legg-mason/en-us/insights/market-outlook/mc-greenification-of-china/_jcr_content/image.img.jpg/1560872353229.jpg "THE "GREENIFICATION" OF CHINA")
The "Greenification" of China
As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.
Focus on the Economy
Yield Curve Inversion: Are We There Yet?
Despite widespread worries about the yield curve, what we've seen recently is not a true inversion. But preventing that from occurring is one reason the Fed could move to lower rates later this year.
Market Outlook
Mid Week Bond Update
U.S. Consumers: Recession... What Recession?
With consumer spending supported by strength in disposable income, the consumer-supported U.S. economy appears strong for now.
Mid Week Bond Update
Global Inflation: A Persistent Challenge
Do the world's major central banks have what it takes to move the needle on inflation?
Why Invest In Small-Caps Now?
Chuck Royce and Francis Gannon are optimistic for small-caps going forward despite negative market sentiment.
Mid Week Bond Update
U.S. growth: Lessons from Emerging Economies
Could there be useful lessons for the U.S. in how emerging nations deal with their own burgeoning indebtedness and trade imbalances?
Mid Week Bond Update
Inflation: Transitory doubts
As the Fed contemplates its next move, what are the issues behind the lagging pace of inflation?
June Meeting Analysis
The Fed: An Ounce of Prevention
Wednesday's Fed statement makes a rate cut in July the base case for investors, with a 25-basis-point move most likely.
Mid Week Bond Update
Central Banks: Easing in the Air
Are the Fed and the European Central Bank leading the charge for lower benchmark rates?
Small-cap stocks
Tariffs, Pullbacks, And Fundamentals
As the state of growth becomes harder to gauge, small-cap fundamentals are likely to matter more and more.
Mid Week Bond Update
EM backdrop still strong
Politics and growth are both key issues for Emerging Markets, where the overall news is positive – but with some notable exceptions.
German Bunds: Can Yields Fall Further?
German bunds have become a lightning rod for market anxiety; Western Asset's Gordon Brown argues that too much bad news is built into current pricing, obscuring some key long-term macro drivers.
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