Talking Markets with Franklin Templeton

Talking Markets with Franklin Templeton

Podcast by 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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169 jaksot
episode Anatomy of a Recession Update: Tariffs still in play artwork
Anatomy of a Recession Update: Tariffs still in play

ClearBridge Investments’ Jeff Schulze reviews the two indicator upgrades on the Recession Risk Dashboard and shares his views on tariffs, US Treasuries, and why equity markets may see some choppiness over the next few months.

12. kesäk. 2025 - 28 min
episode Global Investment Management Survey: Outlook on recession and more artwork
Global Investment Management Survey: Outlook on recession and more

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.

22. toukok. 2025 - 30 min
episode Anatomy of a Recession Update: Recession or vibecession? artwork
Anatomy of a Recession Update: Recession or vibecession?

Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.

12. toukok. 2025 - 24 min
episode Anatomy of a Recession Update: Tariffs increase recession odds artwork
Anatomy of a Recession Update: Tariffs increase recession odds

We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.

11. huhtik. 2025 - 30 min
episode Anatomy of a Recession Update: How much rests on consumer confidence? artwork
Anatomy of a Recession Update: How much rests on consumer confidence?

Jeff Schulze of ClearBridge Investments provides an update on the health of the US economy, explores the current dynamics of US equities, and reviews the potential effects of tariffs on markets. Plus, he'll break down the latest changes on the Recession Risk Dashboard following two indicator downgrades.

14. maalisk. 2025 - 24 min
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