The Long View: The peak in peaks

Jeff Schulze  |  ClearBridge Investments  |  27 October 2021  |  0.50 CE

Key Takeaways

  • Headline risks around peak everything overlook rolling stock corrections in large swaths of the market and bearish investor sentiment, factors likely to soften the current drawdown.

  • The future for equities may not be as gloomy as peak monetary policy suggests due to a change in how the Fed approaches inflation and the likelihood of new leadership that could make the central bank even more dovish.

  • Despite a near-term drag on growth from the Delta variant, the ClearBridge Recession Risk Dashboard remains firmly in expansionary territory and the economy ...

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