Anatomy of a Recession Update: Robust earnings good for labor market

from Talking Markets with Franklin Templeton

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession Risk Dashboard. Despite a federal government shutdown delaying official data releases, Jeff shares the alternative indicators he's using and why he thinks they point to continued economic resilience, strong corporate earnings, and a resilient consumer.

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This episode is 26 minutes long.

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This episode was published on November 17, 2025.

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