Beyond Bulls & Bears

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Fixed Income

The Fed’s Balancing (Sheet) Act

The Federal Reserve’s September policy meeting played out largely as expected, as US monetary policymakers left the central bank’s benchmark short-term interest rate unchanged. The Fed did clarify when it would begin to unwind its hefty balance sheet, and updated its economic forecasts and interest-rate projections. Chris Molumphy, Franklin Templeton Fixed Income Group CIO, says the communication from the latest Fed meeting should not rattle the markets much, and that the next interest-rate hike now seems most likely to come in December.

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Perspectives

Time to Reset Expectations?

Global markets have been relatively calm this summer despite many uncertainties. Geopolitical risks have continued across the globe, and in some areas, looming monetary policy changes also appear likely. A key question for many investors is whether the sleepy summer period of low volatility will give way to a more turbulent autumn. Franklin Templeton’s senior investment leaders offer their perspective on the markets and discuss where they see opportunities and risks ahead.

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Fixed Income

If It’s Groundhog Day, Why Aren’t Investors Learning the Lessons?

The repeated financial market patterns of recent years have reminded some market professionals of the 1993 Bill Murray movie "Groundhog Day." But according to Christopher Molumphy, CIO of Franklin Templeton Fixed Income Group®, investors may be missing the most important lesson of that movie: take control of your destiny.

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Fixed Income

Global Economic Perspective: October

Perspective from Franklin Templeton Fixed Income Group® More Positive US Data Build Hopes for Better Performance in Second Half of 2016 As the ...

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Perspectives

Global Economic Perspective: September

Perspective from Franklin Templeton Fixed Income Group® Divided Fed Inches Closer To Rate Rise As Fundamental State of US Economy Remains Positive ...

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Emerging Markets

Snapshot View: Fed Remains on Hold

The US Federal Reserve (Fed) decided not to raise interest rates at its September policy meeting, even though some market observers would argue ...

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Perspectives

Global Economic Perspective: August

Perspective from Franklin Templeton Fixed Income Group® Investors Shrug off Disappointment in Headline US GDP Growth Preliminary readings for US ...

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Fixed Income

Global Economic Perspective: July

Perspective from Franklin Templeton Fixed Income Group® US Bonds Caught Up in Global Trend of Falling Yields June heralded a fresh downward leg in ...

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Fixed Income

Global Economic Perspective: June

Perspective from Franklin Templeton Fixed Income Group® Positive Sentiment on US Economy Dented by Weak Payroll Report For much of May, broadly ...

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Fixed Income

A More Accommodative Fed

The US Federal Reserve didn’t find a compelling reason to raise interest rates at its March policy meeting, maintaining its benchmark short-term ...