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Talking Markets with Franklin Templeton

Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

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Last Episode Date: 9 May 2024

Total Episodes: 61

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9 May 2024
Anatomy of a Recession Update: A wait-and-see Fed

Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the po...

21 min
10 April 2024
Anatomy of a Recession Update: What's different about this cycle?

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US e...

23 min
7 March 2024
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 sp...

26 min
9 February 2024
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 econom...

21 min
11 January 2024
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 likelihoo...

23 min
7 December 2023
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
10 November 2023
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
12 October 2023
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
14 September 2023
Anatomy of a Recession Update: What Is a Recession, Exactly?

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

19 min
10 August 2023
Anatomy of a Recession Update: Cracks in the Foundation

Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments. 

24 min
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