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Anatomy of a Recession Update: The Dominoes Are Falling
Manage episode 362855381 series 1809257
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.
137 episoder
Manage episode 362855381 series 1809257
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.
137 episoder
Alla avsnitt
×![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38
![Artwork](/static/images/128pixel.png)
1 Global Investment Management Survey: Outlook on equities and more 23:36
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Speaking of the election 27:38
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Economic growth ahead? 21:06
![Artwork](/static/images/128pixel.png)
1 Global Investment Management Survey: Our collective forecast 13:24
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: What's different about this cycle? 23:36
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Soft landing chances rise 26:14
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession update: Changes in our dashboard 21:59
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: New Year, New Dynamic 23:38
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24 18:41
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: How Long Will Consumers Keep Spending? 24:57
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Threats to a Soft Landing 22:37
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: What Is a Recession, Exactly? 19:29
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Cracks in the Foundation 24:18
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: Gradually, Then Suddenly 28:34
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: US Labor Market Cracks Emerging? 22:05
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession Update: The Dominoes Are Falling 23:43
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started 20:41
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession: Economic Reacceleration in Perspective 20:27
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession: The Fed’s Job Problem 19:50
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 US Financial Services Policies Shift to Rules, Regulations, and Executive Actions 21:52
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession: The Long View for a New Year 22:31
![Talking Markets with Franklin Templeton podcast artwork](/static/images/64pixel.png)
1 Anatomy of a Recession: Interpreting Mixed Economic Signals 17:26
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