Anatomy of a Recession Update: Profit margins and credit spreads improve

Talking Markets with Franklin Templeton

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28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

about a year ago 19:54

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In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

138 episodes

Anatomy of a Recession Update: Profit margins and credit spreads improve

Talking Markets with Franklin Templeton

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published about a year ago

MP3•Episode home

138 episodes

All episodes

1
Anatomy of a Recession Update: How much rests on consumer confidence? 24:48

16 days ago24:48

24:48

Jeff Schulze of ClearBridge Investments provides an update on the health of the US economy, explores the current dynamics of US equities, and reviews the potential effects of tariffs on markets. Plus, he'll break down the latest changes on the Recession Risk Dashboard following two indicator downgrades.…

1
Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38

7 weeks ago21:38

21:38

This month’s “Talking Markets” podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.

1
Global Investment Management Survey: Outlook on equities and more 23:36

8 weeks ago23:36

23:36

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.

1
Anatomy of a Recession Update: Can US exceptionalism continue? 22:45

11 weeks ago22:45

22:45

After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.

1
Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44

15 weeks ago37:44

37:44

In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.

1
Anatomy of a Recession Update: What we don’t know about tariff plans 26:57

19 weeks ago26:57

26:57

With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

1
Anatomy of a Recession Update: The case for economic reacceleration 21:20

25 weeks ago21:20

21:20

We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

1
Anatomy of a Recession Update: Speaking of the election 27:38

28 weeks ago27:38

27:38

With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the US economy.

1
Anatomy of a Recession Update: Economy’s health holds steady 21:10

33 weeks ago21:10

21:10

Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.…

1
Anatomy of a Recession Update: Economic growth ahead? 21:06

38 weeks ago21:06

21:06

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.

1
Global Investment Management Survey: Our collective forecast 13:24

40 weeks ago13:24

13:24

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

1
Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54

42 weeks ago19:54

19:54

1
Anatomy of a Recession Update: A wait-and-see Fed 21:30

46 weeks ago21:30

21:30

Continued 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.…

1
Anatomy of a Recession Update: What's different about this cycle? 23:36

51 weeks ago23:36

23:36

Jeff 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.…

1
Anatomy of a Recession Update: Soft landing chances rise 26:14

1 year ago26:14