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Why Are Markets & the Economy Sending Conflicting Signals?

May 18, 2020

Three months into efforts to contain the coronavirus pandemic, historic job losses and plunging business activity have made a U.S. recession all but official yet large cap equities are rallying. In the latest ClearBridge podcast, the Anatomy of a Recession team of Jeff Schulze and Josh Jamner analyze the macro-market disconnect, what indicators they are watching that could signal the economy has troughed and the likely shape of a recovery.   

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

Josh Jamner, CFA

Investment Strategy Analyst
11 Years experience
3 Years at ClearBridge

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