Beyond Bulls & Bears

How the German Election Could Dictate Europe’s Future Direction
Fixed Income

How the German Election Could Dictate Europe’s Future Direction

"These are optimistic times in Europe, in general. In contrast to what many observers might have expected nine months ago, the political structure in Europe is probably the most stable it’s been in 10 years.” - David Zahn, Franklin Templeton Fixed Income Group

Why ECB Tapering Could Prompt a Change in Bond-Market Philosophy
Fixed Income

Why ECB Tapering Could Prompt a Change in Bond-Market Philosophy

“While some commentators may question whether the ECB should embark on tapering when it still doesn’t see itself hitting its inflation target within its time horizon, I would say that’s exactly what the central bank should do.” - David Zahn, Franklin Templeton Fixed Income Group

The End of the Eurozone’s QE Era?
Fixed Income

The End of the Eurozone’s QE Era?

”We know the European Central Bank (ECB) likes to flag changes to its monetary policy approach well before they’re implemented. That’s why we expect an imminent announcement from ECB President Mario Draghi that the bank will start winding down its quantitative easing (QE) program next year.” David Zahn, Franklin Templeton Fixed Income Group.

Global Economic Perspective: August
Fixed Income

Global Economic Perspective: August

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group takes a look at recent US economic data, and increased skepticism among many market participants about whether the Federal Reserve will implement another increase in interest rates before the end of the year.

Global Economic Perspective: July
Fixed Income

Global Economic Perspective: July

In this month's Global Economic Perspective, our Fixed Income Group dives into diverging central bank policy and weighs in on whether the European Central Bank is likely to be less accommodative—and what its timing might look like.

Global Economic Perspective: June
Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines whether inflation may gain momentum in the United Sates, why it’s pleased the European Central Bank has resisted tapering of its quantitative easing program and why investors in all markets need to be cognizant of political risks.

Global Economic Perspective: May
Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

Global Economic Perspective: April
Fixed Income

Global Economic Perspective: April

Franklin Templeton Fixed Income Group talks monetary policy, European politics in the April Global Economic Perspective.

Global Economic Perspective: March
Fixed Income

Global Economic Perspective: March

Perspective on the global markets from Franklin Templeton Fixed Income Group®.

Rising US Dollar a Mixed Bag for World’s Currencies
Fixed Income

Rising US Dollar a Mixed Bag for World’s Currencies

After years in the doldrums, the US dollar may be ready for a durably strong rally. Programs enacted by the Federal Reserve Bank (Fed) in the wake ...

The Eurozone Plots Its Long Road to Recovery
Fixed Income

The Eurozone Plots Its Long Road to Recovery

Growth in much of Europe is slow—some observers even say the economy is moving sideways. Lately, the eurozone seems to have more in common with ...

Standing By Convictions in European Equities
Equity

Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.