The Long View: Inflationary riptide or reflationary current?

Jeff Schulze  |  ClearBridge Investments  | 20 April 2021  |  0.50 CE

Key Takeaways

  • The ClearBridge Recession Risk Dashboard continues to flash an overall green expansionary signal, with one positive signal change in March as Profit Margins improved to green. We expect further improvement in the weaker areas of the dashboard as we move through the second quarter.

  • With a healthy consumer, accommodative policy, accelerating GDP and the potential for herd immunity from Covid-19, the risk of an inflationary overshoot has increased. We believe any inflation scare, however, will be short-lived.

  • The Fed’s average in...

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