Talking Markets with Franklin Templeton

Nov 14 2024 68 ep. 22 mins 281
Talking Markets with Franklin Templeton Podcast artwork

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

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Anatomy of a Recession Update: What we don’t know about tariff plans

Nov 14 2024 26 mins  
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 21 mins  
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 27 mins  
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 21 mins  
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 21 mins  
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 13 mins  
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 19 mins  
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 21 mins  
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.

Anatomy of a Recession Update: What's different about this cycle?

Apr 10 2024 23 mins  
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 26 mins  
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.