Anatomy of a Recession Update: Cracks in the Foundation
Anatomy of a Recession Update: Cracks in the Foundation
Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary period... Read more
10 Aug 2023
•
24mins
Anatomy of a Recession Update: Gradually, Then Suddenly
Anatomy of a Recession Update: Gradually, Then Suddenly
In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the F... Read more
14 Jul 2023
•
28mins
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Anatomy of a Recession Update: US Labor Market Cracks Emerging?
Anatomy of a Recession Update: US Labor Market Cracks Emerging?
In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the... Read more
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Anatomy of a Recession Update: The Dominoes Are Falling
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Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started
Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started
A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most ant... Read more
13 Apr 2023
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Anatomy of a Recession: Economic Reacceleration in Perspective
Anatomy of a Recession: Economic Reacceleration in Perspective
A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, inv... Read more
9 Mar 2023
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Anatomy of a Recession: The Fed’s Job Problem
Anatomy of a Recession: The Fed’s Job Problem
A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investm... Read more
9 Feb 2023
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19mins
US Financial Services Policies Shift to Rules, Regulations, and Executive Actions
US Financial Services Policies Shift to Rules, Regulations, and Executive Actions
Drew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elect... Read more
17 Jan 2023
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Anatomy of a Recession: The Long View for a New Year
Anatomy of a Recession: The Long View for a New Year
We meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, th... Read more
12 Jan 2023
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22mins
Anatomy of a Recession: Interpreting Mixed Economic Signals
Anatomy of a Recession: Interpreting Mixed Economic Signals
A look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investmen... Read more
9 Dec 2022
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17mins
