Talking Markets With Franklin Templeton Investments
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 22:32:45
- More information
Informações:
Synopsis
Global perspectives and local insights from our investment teams. © 2018 Franklin Templeton Investments http://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
Episodes
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Anatomy of a Recession Update: A wait-and-see Fed
09/05/2024 Duration: 21minContinued 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.
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Anatomy of a Recession Update: What's different about this cycle?
10/04/2024 Duration: 23minJeff 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.
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Anatomy of a Recession Update: Soft landing chances rise
07/03/2024 Duration: 26minIn 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.
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Anatomy of a Recession update: Changes in our dashboard
09/02/2024 Duration: 21minThe 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.
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Anatomy of a Recession Update: New Year, New Dynamic
11/01/2024 Duration: 23minAs 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.
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Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24
07/12/2023 Duration: 18minA 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.
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Anatomy of a Recession Update: How Long Will Consumers Keep Spending?
10/11/2023 Duration: 24minWe 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.
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Anatomy of a Recession Update: Threats to a Soft Landing
12/10/2023 Duration: 22minWith 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.
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Anatomy of a Recession Update: What Is a Recession, Exactly?
14/09/2023 Duration: 19minHear 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.
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Anatomy of a Recession Update: Cracks in the Foundation
10/08/2023 Duration: 24minGet 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.
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Anatomy of a Recession Update: Gradually, Then Suddenly
14/07/2023 Duration: 28minIn 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.
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Anatomy of a Recession Update: US Labor Market Cracks Emerging?
08/06/2023 Duration: 22minIn 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.
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Anatomy of a Recession Update: The Dominoes Are Falling
09/05/2023 Duration: 23minJeff 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.
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Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started
13/04/2023 Duration: 20minA 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?
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Anatomy of a Recession: Economic Reacceleration in Perspective
09/03/2023 Duration: 20minA 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.
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Anatomy of a Recession: The Fed’s Job Problem
09/02/2023 Duration: 19minA review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
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US Financial Services Policies Shift to Rules, Regulations, and Executive Actions
17/01/2023 Duration: 21minDrew 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.
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Anatomy of a Recession: The Long View for a New Year
12/01/2023 Duration: 22minWe 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.
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Anatomy of a Recession: Interpreting Mixed Economic Signals
09/12/2022 Duration: 17minA look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.
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Anatomy of a Recession: Remain Patient Amid Market Gyrations
15/11/2022 Duration: 13minWe 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.