Anatomy of a Recession Update: Geopolitical conflict and the US economy

from Talking Markets with Franklin Templeton

Our host, John Przygocki, sits down with ClearBridge Investments' Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.

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This episode is 23 minutes long.

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This episode was published on March 12, 2026.

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