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Talking Markets with Franklin Templeton Preview Mode Links will not work in preview mode Global perspectives and local insights from our investment teams. © 2026 Franklin Templeton. https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info Anatomy of a Recession Update: Resilience Jun 15, 2026 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... Read More Anatomy of a Recession Update: Jevons paradox predicts no AI “job apocalypse” May 28, 2026 Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess the health of the US economy. He points to a resilient Q1 GDP reading, strong jobs data and earnings growth in estimating a 30% recession probability. He cites the Jevons paradox to explain why he doesn’t fear an AI “job apocalypse.” And... Read More Small caps deserve a closer look May 14, 2026 In this episode of Talking Markets , Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive... Read More Anatomy of a Recession Update: Conflict, volatility and op

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