EPISODE · Aug 13, 2026 · 24 MIN
Anatomy of a Recession: Are Current Strong Earnings a Bubble?
from Talking Markets with Franklin Templeton
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, tells us that the US economy is holding firm, with recession risk at just 20%, a strengthening labor market, and resilient consumer spending. He goes on to discuss stronger-than-expected earnings, the AI capex surge, a genuine industrial cycle, and what a new Fed Chair means for markets.
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Anatomy of a Recession: Are Current Strong Earnings a Bubble?
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