Talking Markets with Franklin Templeton

Latest Episodes:

Anatomy of a Recession Update: What's different about this cycle? Apr 10, 2024

Show notes

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 equities and the impact of the Magnificent Seven.

Anatomy of a Recession Update: Soft landing chances rise Mar 07, 2024

Show notes

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.

Anatomy of a Recession update: Changes in our dashboard Feb 09, 2024

Show notes

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.

Anatomy of a Recession Update: New Year, New Dynamic Jan 11, 2024

Show notes

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.

Anatomy of a Recession Update: The Fed's Next Moves, Anticipating '24 Dec 07, 2023

Show notes

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.

Anatomy of a Recession Update: How Long Will Consumers Keep Spending? Nov 10, 2023

Show notes

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.

Anatomy of a Recession Update: Threats to a Soft Landing Oct 12, 2023

Show notes

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.

Anatomy of a Recession Update: What Is a Recession, Exactly? Sep 14, 2023

Show notes

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.

Anatomy of a Recession Update: Cracks in the Foundation Aug 10, 2023

Show notes

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.

Anatomy of a Recession Update: Gradually, Then Suddenly Jul 14, 2023

Show notes

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.