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Anatomy of a Recession Update: How Long Will Consumers Keep Spending?

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Manage episode 383105898 series 1809257
Content provided by Talking Markets w. Franklin Templeton and Franklin Templeton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Talking Markets w. Franklin Templeton and Franklin Templeton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We 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.

  continue reading

130 episodes

Artwork
iconShare
 
Manage episode 383105898 series 1809257
Content provided by Talking Markets w. Franklin Templeton and Franklin Templeton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Talking Markets w. Franklin Templeton and Franklin Templeton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We 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.

  continue reading

130 episodes

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