Franklin Templeton

Anatomy of a Recession: How long will consumers keep spending?

November 27, 2023 | 1m 5s

Learning: Knowledge

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, addresses a topic on many investors’ minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether consumer resilience will last into 2024.