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Anatomy of a Recession Update: Economic growth ahead?
Manage episode 428232512 series 1809257
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.
137 פרקים
Manage episode 428232512 series 1809257
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.
137 פרקים
כל הפרקים
×![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38
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1 Global Investment Management Survey: Outlook on equities and more 23:36
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1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
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1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
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1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
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1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
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1 Anatomy of a Recession Update: Speaking of the election 27:38
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1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
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1 Anatomy of a Recession Update: Economic growth ahead? 21:06
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Global Investment Management Survey: Our collective forecast 13:24
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1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: What's different about this cycle? 23:36
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1 Anatomy of a Recession Update: Soft landing chances rise 26:14
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1 Anatomy of a Recession update: Changes in our dashboard 21:59
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