DiscoverTalking Markets with Franklin TempletonAnatomy of a Recession Update: Less “magnificent” earnings expectations
Anatomy of a Recession Update: Less “magnificent” earnings expectations

Anatomy of a Recession Update: Less “magnificent” earnings expectations

Update: 2025-02-10
Share

Description

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.

Comments 
In Channel
Markets, myths and milestones—30 years in muni bonds

Markets, myths and milestones—30 years in muni bonds

2025-08-2028:18

Anatomy of a Recession Update: What is the labor market signaling?

Anatomy of a Recession Update: What is the labor market signaling?

2025-08-1225:53

Anatomy of a Recession Update: Soft patch ahead?

Anatomy of a Recession Update: Soft patch ahead?

2025-07-1827:08

Are investors underestimating AI?

Are investors underestimating AI?

2025-07-1031:23

Anatomy of a Recession Update: Tariffs still in play

Anatomy of a Recession Update: Tariffs still in play

2025-06-1228:24

Global Investment Management Survey: Outlook on recession and more

Global Investment Management Survey: Outlook on recession and more

2025-05-2230:51

Anatomy of a Recession Update: Recession or vibecession?

Anatomy of a Recession Update: Recession or vibecession?

2025-05-1224:01

Anatomy of a Recession Update: Tariffs increase recession odds

Anatomy of a Recession Update: Tariffs increase recession odds

2025-04-1130:31

Anatomy of a Recession Update: How much rests on consumer confidence?

Anatomy of a Recession Update: How much rests on consumer confidence?

2025-03-1424:48

Anatomy of a Recession Update: Less “magnificent” earnings expectations

Anatomy of a Recession Update: Less “magnificent” earnings expectations

2025-02-1021:38

Global Investment Management Survey: Outlook on equities and more

Global Investment Management Survey: Outlook on equities and more

2025-01-3023:35

Anatomy of a Recession Update: Can US exceptionalism continue?

Anatomy of a Recession Update: Can US exceptionalism continue?

2025-01-1322:45

Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue?

Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue?

2024-12-1737:44

Anatomy of a Recession Update: What we don’t know about tariff plans

Anatomy of a Recession Update: What we don’t know about tariff plans

2024-11-1426:57

Anatomy of a Recession Update: The case for economic reacceleration

Anatomy of a Recession Update: The case for economic reacceleration

2024-10-0921:20

Anatomy of a Recession Update: Speaking of the election

Anatomy of a Recession Update: Speaking of the election

2024-09-1227:38

Anatomy of a Recession Update: Economy’s health holds steady

Anatomy of a Recession Update: Economy’s health holds steady

2024-08-0921:10

Anatomy of a Recession Update: Economic growth ahead?

Anatomy of a Recession Update: Economic growth ahead?

2024-07-1021:06

Global Investment Management Survey: Our collective forecast

Global Investment Management Survey: Our collective forecast

2024-06-2513:24

Anatomy of a Recession Update: Profit margins and credit spreads improve

Anatomy of a Recession Update: Profit margins and credit spreads improve

2024-06-1119:54

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Anatomy of a Recession Update: Less “magnificent” earnings expectations

Anatomy of a Recession Update: Less “magnificent” earnings expectations