Beyond Bulls & Bears

Evolving Fed expectations and asset-allocation implications
Multi-Asset

Evolving Fed expectations and asset-allocation implications

With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.

Flash Insights: Food for Thought—February CPI continues to prove stubborn
Fixed Income

Flash Insights: Food for Thought—February CPI continues to prove stubborn

Stubborn core and supercore inflation will mean that the Fed will want some more evidence that their preferred measures of inflation are moving sustainably lower according to Nikhil Mohan, Franklin Fixed Income economist. Read our latest views.

Quick Thoughts: Inflation—the final mile
Perspectives

Quick Thoughts: Inflation—the final mile

In the context of fighting inflation, the “‘final mile”’ represents the successful and sustainable achievement of a central bank’s inflation target. Stephen Dover, Head of Franklin Templeton Institute, opines on the Fed’s ability to reach it.