Talking Markets with Franklin Templeton

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

  1. Anatomy of a Recession Update: AI and the labor market

    12/12/2025

    Anatomy of a Recession Update: AI and the labor market

    In this episode, our host John Przygocki and ClearBridge Investments' Jeff Schulze examine the state of the US economy following the end of the government shutdown and amid ongoing debates about the impact of artificial intelligence on employment. They cover key themes such as labor market stability, the potential for further Fed rate cuts, and the surge in capital spending by major technology firms. Jeff also shares his outlook for equity markets, highlighting why he thinks diversification and active management may hold an edge in 2026.

    27 min
  2. Anatomy of a Recession Update: Robust earnings good for labor market

    11/17/2025

    Anatomy of a Recession Update: Robust earnings good for labor market

    Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession Risk Dashboard. Despite a federal government shutdown delaying official data releases, Jeff shares the alternative indicators he's using and why he thinks they point to continued economic resilience, strong corporate earnings, and a resilient consumer.

    27 min
  3. Anatomy of a Recession Update: Bubble or Boom?

    10/20/2025

    Anatomy of a Recession Update: Bubble or Boom?

    Jeff Schulze from ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom and shares his thoughts on the Magnificent Seven and global equity performance.

    26 min
  4. Colossal Tech: How AI capex is shaping the economy

    10/09/2025

    Colossal Tech: How AI capex is shaping the economy

    Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

    25 min
  5. Anatomy of a Recession Update: Three Fed rate cuts likely by year's end

    09/15/2025

    Anatomy of a Recession Update: Three Fed rate cuts likely by year's end

    Jeff Schulze of ClearBridge Investments shares his take on the August payroll figures and reviews the Recession Risk Dashboard which is currently holding with an overall green signal. He also covers why he thinks we may see three interest rate cuts from the Federal Reserve this year.

    29 min
  6. Markets, myths and milestones—30 years in muni bonds

    08/20/2025

    Markets, myths and milestones—30 years in muni bonds

    Ben Barber of Franklin Templeton Fixed Income shares his views on the significant changes within the municipal bond market over the last 30 years. He also covers some misconceptions about the muni environment, new investment vehicles, and potential areas of opportunity for investors.

    28 min
  7. Anatomy of a Recession Update: What is the labor market signaling?

    08/12/2025

    Anatomy of a Recession Update: What is the labor market signaling?

    ClearBridge Investments' Jeff Schulze provide his insights on the US labor market—reviewing the latest job report and past payroll revision figures. And, he covers why his views about potential Fed rate cuts in 2025 have shifted.

    26 min
  8. Anatomy of a Recession Update: Soft patch ahead?

    07/18/2025

    Anatomy of a Recession Update: Soft patch ahead?

    We hear from Jeff Schulze of ClearBridge Investments on the chances of a recession, why investors may need to recalibrate their views on what a normal level of job growth is in the United States, and he reviews what's happening on the tariffs and trade front.

    27 min
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4.1
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Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

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