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1 Apple Cider Vinegar - part two 31:42
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 episoade
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 episoade
Toate episoadele
×![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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