Apr 11, 2025
We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is...
Mar 14, 2025
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.
Feb 10, 2025
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.
Jan 30, 2025
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.
Jan 13, 2025
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.