59 episodes

Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton

https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

Talking Markets with Franklin Templeton Franklin Templeton

    • Business
    • 4.0 • 26 Ratings

Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton

https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

    Anatomy of a Recession Update: Soft landing chances rise

    Anatomy of a Recession Update: Soft landing chances rise

    In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022. We speak with Jeff Schulze of ClearBridge Investments about this change and his current base case for the US economy.

    • 26 min
    Anatomy of a Recession update: Changes in our dashboard

    Anatomy of a Recession update: Changes in our dashboard

    The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the US and the overall state of the economy.

    • 21 min
    Anatomy of a Recession Update: New Year, New Dynamic

    Anatomy of a Recession Update: New Year, New Dynamic

    As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow, and learn whether recent US economic and labor data has impacted his views on the likelihood of a soft landing.

    • 23 min
    Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

    Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

    A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.

    • 18 min
    Anatomy of a Recession Update: How Long Will Consumers Keep Spending?

    Anatomy of a Recession Update: How Long Will Consumers Keep Spending?

    We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.

    • 24 min
    Anatomy of a Recession Update: Threats to a Soft Landing

    Anatomy of a Recession Update: Threats to a Soft Landing

    With lots of chatter in the US around the potential for a soft landing, we speak with Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about his thoughts on the matter and the overall state of the US economy.

    • 22 min

Customer Reviews

4.0 out of 5
26 Ratings

26 Ratings

TerryTXNM ,

Audio quality low

High quality info, but poor quality audio. Sounds like speakers are under water.

Derivatives Trader ,

Excellent content

I recently came across this podcast and listened to the latest episode with the analysis on Europe, global cycle and EMs and it was fantastic. I will be a regular listener

sbay123 ,

Disclaimer destroys value

First podcast I had to cancel due to length of disclaimer at end of each episode. Apparently the most aggressive advise from attorneys compared to industry standard.

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