Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton
Anatomy of a Recession Update: What Is a Recession, Exactly?
Hear 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.
Anatomy of a Recession Update: Cracks in the Foundation
Get 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.
Anatomy of a Recession Update: Gradually, Then Suddenly
In 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.
Anatomy of a Recession Update: US Labor Market Cracks Emerging?
In 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.
Anatomy of a Recession Update: The Dominoes Are Falling
Jeff 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.
Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started
A 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?
Audio quality low
High quality info, but poor quality audio. Sounds like speakers are under water.
I recently came across this podcast and listened to the latest episode with the analysis on Europe, global cycle and EMs and it was fantastic. I will be a regular listener
Disclaimer destroys value
First podcast I had to cancel due to length of disclaimer at end of each episode. Apparently the most aggressive advise from attorneys compared to industry standard.