What to Make of Recent U.S. Dollar Weakness
Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.
On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
Tune in to an interview featuring Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, as he discusses the likelihood of a recession in the U.S., details factors contributing to inflation, and outlines the implications of these developments for investors.
To understand the likelihood of a recession in the U.S., Jeff developed the ClearBridge Investments Recession Risk Dashboard and Anatomy of a Recession (AOR) program. This proprietary risk dashboard is designed to track shifts in the U.S. economy that could signal increased recession risk. These tools will help you stay informed on economic and market developments and guide you in making portfolio allocation decisions.
Learn More and View the Recession Risk Dashboard Here
What to Make of Recent U.S. Dollar Weakness
Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.