Beyond Bulls & Bears

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Fixed Income

Global Economic Perspective: July

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the potential market impact of ongoing trade issues. Could it derail global growth?

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Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, our Fixed Income Group sees the broad outlook for the global economy as remaining positive but expects more patches of financial market volatility ahead.

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Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, our Fixed Income Group opines on rising energy prices, US Treasury yields, emerging-market currency pressures and global economic growth.

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Fixed Income

Global Economic Perspective: April

“The extent to which the global economy’s upturn is threatened by the uncertainty over trade policy is clearly the main issue preoccupying many investors. Our view is that market sentiment often swings to extremes in these circumstances, running well ahead of actual events, and the risk of a major disruption to global trade remains low.” - Franklin Templeton Fixed Income Group

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Fixed Income

Global Economic Perspective: March

Franklin Templeton Fixed Income Group covers US trade worries, potential removal of presidential term limits in China, the Italian election aftermath and more in this month's Global Economic Perspective.

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Fixed Income

Global Economic Perspective: February

“The opening months of 2018 have seen volatility return to global financial markets, but we think it is important to stress US economic fundamentals have remained broadly the same. After an unusually long period of calm in many markets, the reappearance of volatility at some point seemed likely, even if the speed of market gyrations has been unsettling for investors.” - Franklin Templeton Fixed Income Group®

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Fixed Income

Global Economic Perspective: January

"Just as attempts to use historical precedents to predict the length and durability of the US economic cycle are undermined by the idiosyncratic nature of its recovery since the global financial crisis, much the same argument can be made about the wider global economy.” - Franklin Templeton Fixed Income Group®

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Fixed Income

Global Economic Perspective: December

“The pattern of a strong cyclical upturn in the global economy combined with subdued inflation looks set to continue for some time, in our view. Nevertheless, we believe increasing demand and a diminishing pool of labor are likely to create meaningful pricing pressures at some point.” - Franklin Templeton Fixed Income Group

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Fixed Income

Global Economic Perspective: November

"Investors’ perceptions about the intentions of central banks, rather than economic fundamentals, are likely to remain the central driver of fixed income markets. Uncertainty created by factors such as geopolitics may only serve to convince policymakers to maintain a looser monetary stance than might otherwise be expected by economic conditions." - Franklin Templeton Fixed Income Group

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Fixed Income

Global Economic Perspective: October

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group discusses the state of the US economy and monetary policy implications, the fallout from the German elections and impact of the Catalonia crisis in Spain.

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Fixed Income

Putting Geopolitical Tensions into Perspective

When world leaders talk, markets react. And with social media becoming mainstream, politicians have a new way of getting their message to the masses. Franklin Templeton Fixed Income Group’s John Beck discusses geopolitical tensions, the impact of social media and the broader macroeconomic issues impacting the global fixed income landscape.

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Fixed Income

Global Economic Perspective: September

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the potential impact of recent storms on the US economy, Europe’s monetary policy path and whether the global economy’s upturn is sustainable.