![]() ![]() ![]() ![]() Now, in looking at the full economic progression for the dashboard, going from an overall green to a yellow to a red signal in a two-month period, this is, historically, a very short time horizon. And that signal did come at the beginning of August, but you saw further deterioration with an overall red signal coming in early September. But given the Fed’s focus on restoring price stability in the US economy, even if it meant a higher unemployment rate and a recession, we decided to foreshadow our expectation for a yellow overall signal in the coming months. And in the middle part of June, you had an overall green signal in the dashboard. And it’s a stoplight analogy, where green is expansion, yellow is caution and red is recession. And the ClearBridge Recession Risk Dashboard is a group of 12 variables that have historically foreshadowed an upcoming recession. So, did that actually happen? And, for those not familiar with the dashboard, put it in context for us. Host: Jeff, your update last quarter predicted we’d drop to a yellow caution signal on the ClearBridge Recession Risk Dashboard. 14, 2022 6:15 AM ET TLT, TLH, PLW, EDV, SPTL, ZROZ, VGLT, LGOV, SCHQ, TFJL, TBJL, GOVZ, TBT, TMV, IEF, SHY, TBF, TMF, PST, TTT, IEI, BIL, TYO, UBT, UST, UTWO, VGSH, SHV, VGIT, GOVT, SCHO, TBX, SCHR, GSY, TYD, EGF, VUSTX, FIBR, GBIL, DDM, DIA, DOG, DXD, EPS, EQL, FEX, HUSV, IVV, IWL, IWM, JHML, ILCB, OTPIX, PSQ, QID, QLD, QQEW, QQQ, QQQE, QQXT, RSP, RWM, RYARX, RYRSX, SCHX, SDOW, SDS, SH, SPDN, SPLX, SPSM, SPUU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SQQQ, SRTY, SSO, TNA, TQQQ, TWM, TZA, UDOW, UDPIX, UPRO, URTY, UWM, VFINX, VOO, VTWO, VV, ACTV, AFMC, AFSM, AMER, ARKK, AVUV, BAPR, BAUG, BBMC, BBSC, BFOR, BFTR, BJUL, BJUN, BKMC, BKSE, BMAR, BMAY, BOCT, BOSS, BOUT, BUFF, BUL, CALF, CATH, CBSE, CSA, CSB, CSD, CSF, CSML, CSTNL, CWS, CZA, DDIV, DEEP, DES, DEUS, DFAS, DGRS, DIV, DJD, DON, DSPC, DVLU, DWAS, DWMC, EES, EFIV, EQAL, ESML, ETHO, EWMC, EWSC, EZM, FAB, FAD, FDM, FFTY, FLQM, FLQS, FNDA, FNK, FNX, FNY, FOVL, FRTY, FSMD, FTA, FTDS, FYC, FYT, FYX, GLRY, GSSC, HAIL, HIBL, HIBS, HLGE, HOMZ, HSMV, IJH, IJJ, IJK, IJR, IJS, IJT, IMCB, IMCG, IMCV, IPO, ISCB, ISCG, ISCV, ISMD, IUSS, IVDG, IVE, IVOG, IVOO, IVOV, IVW, IWC, IWN 5 Likesīy Jeffrey Schulze, Investment Strategist, ClearBridge Investments Transcript ![]()
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