DiscoverTalking Markets with Franklin TempletonAnatomy of a Recession Update: Tariffs increase recession odds
Anatomy of a Recession Update: Tariffs increase recession odds

Anatomy of a Recession Update: Tariffs increase recession odds

Update: 2025-04-11
Share

Description

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 making a comeback.

Comments 
In Channel
Anatomy of a Recession Update: Bubble or Boom?

Anatomy of a Recession Update: Bubble or Boom?

2025-10-2025:55

Colossal Tech: How AI capex is shaping the economy

Colossal Tech: How AI capex is shaping the economy

2025-10-0924:52

Anatomy of a Recession Update: Three Fed rate cuts likely by year’s end

Anatomy of a Recession Update: Three Fed rate cuts likely by year’s end

2025-09-1528:58

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

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: Tariffs increase recession odds

Anatomy of a Recession Update: Tariffs increase recession odds