ClearBridge Investments' Schulze on Markets

The video discusses the potential impact of Fed policy on the economy, highlighting the resilience of current economic activity but warning of a possible slowdown. It examines China's recent pro-growth policy shifts and their global implications. The video also analyzes the current earnings season, noting that low expectations may lead to market surprises. It covers the Fed's anticipated rate hikes and their effects on housing and labor markets. Finally, it contrasts optimistic market narratives with bond market signals, suggesting potential economic challenges ahead.

Discuss the potential impact of the Fed's expected rate hikes on the economy.

What does the inversion of the yield curve suggest about market expectations?

How might the anticipated decline in nominal GDP growth affect corporate earnings?