EPISODE · Nov 10, 2023 · 24 MIN
Anatomy of a Recession Update: How Long Will Consumers Keep Spending?
from Talking Markets with Franklin Templeton
We speak with ClearBridge Investments' Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.
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Anatomy of a Recession Update: How Long Will Consumers Keep Spending?
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