EPISODE · Apr 11, 2025 · 30 MIN
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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Anatomy of a Recession Update: Tariffs increase recession odds
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