Ukrainian Invasion: What It Will Mean for the Global Economy

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Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Investment strategist Jeff Schulze says what really matters to the markets in the direction of the economy and Federal Reserve policy. According to his proprietary Recession Risk Dashboard, the vast majority of his twelve key indicators remain positive.

WEALTHTRACK #1835 published on February 25, 2022

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"incomes have gone up dramatically in the last 8 years...", I need to tell my employer this, apparently they have not got the memo...

sbkpilot
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This guy is some kind of market cheerleader. He is totally incorrect on many economic indicators.

gdc
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A lot of talk with no meaning! Recession risk is higher today than any time in last decade. 7.5% inflation, higher oil prices, Putin risk, world turmoil putting fear into consumers and what else maybe out there? I have lots of cash (80%+) and staying there until I see more clarity!

researcher
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I wish I was that smart! Knowing how everything in the world is going to play out!

delinquense
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Enjoy the show. Thanks for posting on utube. I used watch this on PBS. It is painful to see green audio signal amplitude ups & downs 😢 it is near epileptic pain.

annkim
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Health of recovery? Health of consumers? Consumer confidence just tanked last Friday. What is this genius babbling about?

jongbongkim
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I am in this mess that those that are low wage earners and I think this man has no clue. The wages might have increased by 24% but that increase was just starting to get them up tp where the past was. The inflation increase has just taken those back to where they were before the increase. My investments are not keeping up with it!
Sorry but I believe his whole view is off track 100%/

mgray
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Foreing equities do not represent a shelter in a worldwide depression; hide in bank loan funds until the dust settles.

dassa
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Enjoyed the show. My investments aren't doing too badly. But I'm a dividend investor so I missed most of the plunge in growth stocks.

chessdad
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So basically have a diversified well balanced portfolio.

george
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What planet is he on! The real-life data is contradicting him.

puravida
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Diversify 15percent cash 20percent commodities 40percent stocksdiversified. Then 20percent bonds tips . The rest dividend stocks end of story

gwalchirk
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i do to know about the global econmy ot can die or go to hell. my heart goes out for ukraine president and unranians who are fighting to save thier land against russian agression

gsk