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1 Amy Schumer & Brianne Howey on the Importance of Female Friendships, Navigating Hollywood's Double Standards, Sharing Their Birth Stories, and MORE 50:05
Anatomy of a Recession Update: A wait-and-see Fed
Manage episode 417359609 series 1809257
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.
137 episoder
Manage episode 417359609 series 1809257
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.
137 episoder
Alla avsnitt
×![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Global Investment Management Survey: Outlook on equities and more 23:36
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Speaking of the election 27:38
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Economic growth ahead? 21:06
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Global Investment Management Survey: Our collective forecast 13:24
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: What's different about this cycle? 23:36
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Soft landing chances rise 26:14
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession update: Changes in our dashboard 21:59
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