Talking Markets with Franklin Templeton

Latest Episodes:

Anatomy of a Recession Update: Can US exceptionalism continue? Jan 13, 2025

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After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.

Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? Dec 17, 2024

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In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.

Anatomy of a Recession Update: What we don't know about tariff plans Nov 14, 2024

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With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

Anatomy of a Recession Update: The case for economic reacceleration Oct 09, 2024

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We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

Anatomy of a Recession Update: Speaking of the election Sep 12, 2024

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With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the US economy.

Anatomy of a Recession Update: Economy's health holds steady Aug 09, 2024

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Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.

Anatomy of a Recession Update: Economic growth ahead? Jul 10, 2024

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We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.

Global Investment Management Survey: Our collective forecast Jun 25, 2024

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Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

Anatomy of a Recession Update: Profit margins and credit spreads improve Jun 11, 2024

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In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

Anatomy of a Recession Update: A wait-and-see Fed May 09, 2024

Show notes

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 potential market implications of the upcoming US presidential election.