Anatomy of a Recession: Two Macro Economic Risks Fading

Jeff Schulze of ClearBridge Investments explains to host John Przygocki why he maintains a constructive outlook for the US economy, putting the odds of recession in the next 12 months at just 20%. Touching on the potential inflation implications of June's jobs report and falling oil prices, Schulze also examines shifting stock-bond correlations and argues that current S&P 500 valuations, while…