Talking Markets w. Franklin Templeton and Franklin Templeton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Talking Markets w. Franklin Templeton and Franklin Templeton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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1 Love Is Blind S8: Pods & Sober High Thoughts with Courtney Revolution & Meg 1:06:00
1:06:00
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पसंद1:06:00![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Happy Valentine’s Day! You know what that means: We have a brand new season of Love Is Blind to devour. Courtney Revolution (The Circle) joins host Chris Burns to delight in all of the pod romances and love triangles. Plus, Meg joins the podcast to debrief the Madison-Mason-Meg love triangle. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…
Anatomy of a Recession: The Fed’s Job Problem
Manage episode 354952218 series 1809257
Talking Markets w. Franklin Templeton and Franklin Templeton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Talking Markets w. Franklin Templeton and Franklin Templeton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
137 एपिसोडस
Manage episode 354952218 series 1809257
Talking Markets w. Franklin Templeton and Franklin Templeton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Talking Markets w. Franklin Templeton and Franklin Templeton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
137 एपिसोडस
सभी एपिसोड
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1 Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38
21:38
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पसंद21:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
![Artwork](/static/images/128pixel.png)
1 Global Investment Management Survey: Outlook on equities and more 23:36
23:36
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पसंद23:36![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
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1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
22:45
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पसंद22:45![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
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1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
37:44
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पसंद37:44![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
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1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
26:57
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पसंद26:57![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
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1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
21:20
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पसंद21:20![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Speaking of the election 27:38
27:38
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पसंद27:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
21:10
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पसंद21:10![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.…
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1 Anatomy of a Recession Update: Economic growth ahead? 21:06
21:06
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पसंद21:06![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
![Artwork](/static/images/128pixel.png)
1 Global Investment Management Survey: Our collective forecast 13:24
13:24
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पसंद13:24![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
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1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
19:54
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पसंद19:54![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
21:30
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पसंद21:30![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.…
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: What's different about this cycle? 23:36
23:36
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पसंद23:36![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.…
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession Update: Soft landing chances rise 26:14
26:14
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पसंद26:14![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022. We speak with Jeff Schulze of ClearBridge Investments about this change and his current base case for the US economy.…
![Artwork](/static/images/128pixel.png)
1 Anatomy of a Recession update: Changes in our dashboard 21:59
21:59
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पसंद21:59![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the US and the overall state of the economy.
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