Anatomy of a Recession Update: Resilience

from Talking Markets with Franklin Templeton

Jeff Schulze of ClearBridge Investments joins host John Przygocki to discuss US economic resilience amid Middle East energy disruptions. With 11 of 12 of his Recession Risk Dashboard indicators now green, Schulze highlights a strong labor market, durable consumer spending, and a CapEx cycle broadening that extends well beyond AI. He views the economy as mid-cycle, remains constructive on US equities, and sees compelling opportunity in emerging markets.

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This episode is 27 minutes long.

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This episode was published on June 15, 2026.

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