Anatomy of a Recession Update: Tariffs increase recession odds

from Talking Markets with Franklin Templeton

We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.

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This episode is 30 minutes long.

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This episode was published on April 11, 2025.

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