Talking Markets with Franklin Templeton

Latest Episodes:

Anatomy of a Recession Update: US Labor Market Cracks Emerging? Jun 08, 2023

Show notes

In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.

Anatomy of a Recession Update: The Dominoes Are Falling May 09, 2023

Show notes

Jeff Schulze, head of economic and market research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on Q1 earnings. In addition: the debt ceiling and perspective on the outcome of the FOMC meeting.

Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started Apr 13, 2023

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A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?

Anatomy of a Recession: Economic Reacceleration in Perspective Mar 09, 2023

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A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.

Anatomy of a Recession: The Fed's Job Problem Feb 09, 2023

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A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

US Financial Services Policies Shift to Rules, Regulations, and Executive Actions Jan 17, 2023

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Drew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elections for investors with Dean Sackett from Polaris Capital and Dan Murphy and Andy Lewin from the BGR Group.

Anatomy of a Recession: The Long View for a New Year Jan 12, 2023

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We meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

Anatomy of a Recession: Interpreting Mixed Economic Signals Dec 09, 2022

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A look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.

Anatomy of a Recession: Remain Patient Amid Market Gyrations Nov 15, 2022

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We discuss with ClearBridge Investments' Jeff Schulze, the potential economic and market impacts of the US midterm elections, get perspective on the Fed action against inflation, and review the current ClearBridge Recession Risk Dashboard.

Anatomy of a Recession: Focusing on the Fed Oct 13, 2022

Show notes

We speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve's latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovish pivot. And, how much is a recession already baked into the markets?