Anatomy of a Recession Update: The Rotation Continues

from Talking Markets with Franklin Templeton

Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his thoughts on rotation in the US equity space, consumer strength, and why markets may see some volatility in 2026.

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This episode is 21 minutes long.

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This episode was published on February 12, 2026.

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