Talking Markets with Franklin Templeton

Global perspectives and local insights from our investment teams. © 2025 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

Global Investment Management Survey: Outlook on recession and more 05/22/2025

Anatomy of a Recession Update: Recession or vibecession? 05/12/2025

Anatomy of a Recession Update: Tariffs increase recession odds 04/11/2025

Anatomy of a Recession Update: How much rests on consumer confidence? 03/14/2025

Anatomy of a Recession Update: Less “magnificent” earnings expectations 02/10/2025

Global Investment Management Survey: Outlook on equities and more 01/30/2025

Anatomy of a Recession Update: Can US exceptionalism continue? 01/13/2025

Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 12/17/2024

Anatomy of a Recession Update: What we don’t know about tariff plans 11/14/2024

Anatomy of a Recession Update: The case for economic reacceleration 10/09/2024

Anatomy of a Recession Update: Speaking of the election 09/12/2024

Anatomy of a Recession Update: Economy’s health holds steady 08/09/2024

Anatomy of a Recession Update: Economic growth ahead? 07/10/2024

Global Investment Management Survey: Our collective forecast 06/25/2024

Anatomy of a Recession Update: Profit margins and credit spreads improve 06/11/2024

Anatomy of a Recession Update: A wait-and-see Fed 05/09/2024

Anatomy of a Recession Update: What's different about this cycle? 04/10/2024

Anatomy of a Recession Update: Soft landing chances rise 03/07/2024

Anatomy of a Recession update: Changes in our dashboard 02/09/2024

Anatomy of a Recession Update: New Year, New Dynamic 01/11/2024

Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24 12/07/2023

Anatomy of a Recession Update: How Long Will Consumers Keep Spending? 11/10/2023

Anatomy of a Recession Update: Threats to a Soft Landing 10/12/2023

Anatomy of a Recession Update: What Is a Recession, Exactly? 09/14/2023

Anatomy of a Recession Update: Cracks in the Foundation 08/10/2023

Anatomy of a Recession Update: Gradually, Then Suddenly 07/14/2023

Anatomy of a Recession Update: US Labor Market Cracks Emerging? 06/08/2023

Anatomy of a Recession Update: The Dominoes Are Falling 05/09/2023

Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started 04/13/2023

Anatomy of a Recession: Economic Reacceleration in Perspective 03/09/2023