July Fed Meeting Anticipated
Ahead of the July Federal Reserve meeting comments from FOMC officials are being scrutinized. Market sentiment continues to be swayed by trade war expectations and geopolitics.
The Risks and Opportunities of Late Cycle Investing
Scott Minerd, Chairman of Investments and Global CIO, leads a panel discussion on CNBC on the investment implications of the shifting Fed policy stance.
US Stocks Soar to Record Highs
The Dow Industrials, S&P 500 and Nasdaq Composite Index rallied to end a historic week with new closing highs. Federal Reserve rate cut expectations strengthened on the heels of Powell's testimony.
Fed Commentary Pushes Equities Higher
Testimony by Fed Chair Jerome Powell extended the rally in the U.S. equity averages. As the July FOMC meeting approaches, rate cut expectations propelled the Dow and S&P 500 to close at record highs.
Fed Rate Cut Bets Tempered
All eyes are on the Federal Reserve ahead of Jerome Powell's testimony before the House Financial Services Committee and the Senate. The countdown to the July FOMC meeting continues with aggressive rate cut expectations moderating on the heels of the U.S. jobs report.
Trade Optimism Fades on Fresh Tariff Risk
Uncertainty surrounding the prospect of a U.S.-China trade deal and a fresh threat of tariffs on Europe kept investors on their toes. The Trump administration proposed placing tariffs on an additional $4 billion of E.U. imports.
Wall Street Digests Geopolitics and Fed Outlook
U.S. equity markets digested the latest commentary from Fed officials and escalating tensions in the Middle East. Ahead of the Trump-Xi meeting at the G20 Summit, expectations for a trade pact were tempered.
Reviewing the Fed
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss recent Federal Reserve moves and the factors driving policy going forward.
ClearBridge Investments - Dividend Strategy Update
ClearBridge Portfolio Manager Peter Vanderlee, CFA discusses the value of focusing on companies with strong dividend profiles in times of market stress, the stability of energy infrastructure companies’ cash flows over the longer term and risks to watch in 2019.
Tools for Forecasting the Next Recession
The methodology and metrics that inform our recession outlook. Read our latest recession forecast outlook
Implications of the Trade War with China
Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV why tariffs have historically been bad for markets. Implications of the Trade War with China
Big challenges around the bend for U.S. auto
The Big 3 U.S. automakers need to shift gears to remain competitive in a rapidly changing industry, says investment analyst Kaitlyn Murphy.