Market Outlook
Featured Market Outlook
Tech Stocks: Head Fake or Bursting Bubble?
We believe the recent correction in technology and related momentum stocks is healthy, and does not signal an end to the bull market.
COVID-19's Impact on Inflation
Despite upward price pressures in certain industries, on balance there's doesn't appear to be sustained inflation dynamic at work.
Planning for a K-Shaped Recovery
Will we see a U-, V- or W-shaped path to recovery? A K-shape -- with two paths rather than one -- may be a more useful model.
Recovery Indicators Update
Rebound Gaining Steam
Improvement in Housing Starts and Credit Spreads data confirms our view that a durable market and economic bottom has formed.
Market commentary
Glimmers of Optimism
We are encouraged by optimism on both the medical and economic fronts. But while recent events are promising, we believe the road ahead will be a long one.
Market Outlook
Munis: New Tax Hikes
New Jersey's new tax measures and expected debt issuance are affecting the outlook for its bond ratings.
The New Normal
The Office: Not Dead Yet
The pandemic has created short-term demand challenges for office properties, but we are skeptical that working from home will severely impact office usage long-term.
Around the Curve
Dollar Outlook Dims
We believe the four key forces supporting the dollar are in retreat.
Economic Power Waiting to Be Unleashed
Looking beyond the pandemic's impact, there are several external factors that merit consideration by investors now.
Recovery Indicators Update
Economy Finding Firmer Footing
Two positive signal changes re-affirm the overall green signal of the ClearBridge Recovery Dashboard.
Markets Now: Review and Outlook
Weakness in manufacturing data, hours worked and building permits is helping to keep our proprietary leading economic indicator in negative territory, despite overall improvement over the past month.
Recovery Indicators: FOMO or FOGO?
Labor market weakness and consumer caution will weigh on the recovery, but equity markets typically follow the kind of rally seen in Q2 with gains over the following year.
2Q20 Small-Cap Recap
A Typical Rebound in Atypical Times
After a big second quarter rebound, what’s next for small-cap stocks?
Around the Curve
The Diverging Fortunes of Emerging Markets
The COVID pandemic highlights the quality differentials within the EM debt universe.
Around the Curve
COVID-19: Social and Economic Consequences
The pandemic has created a fertile environment for social unrest, with much depending how well governments address the crisis and the subsistence needs of their citizens.
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