Franklin Fixed Income Archives | Beyond Bulls and Bears

Beyond Bulls & Bears

Fixed Income

On My Mind: Productivity boom—new dawn or false dawn?

Franklin Fixed Income CIO Sonal Desai discusses why the recent acceleration in productivity growth might prove durable, leading to higher potential returns on real investment and a higher equilibrium interest rate.

Sonal Desai, Ph.D. | February 7, 2024

Fixed Income

Food for Thought: The Fed—We’ll get there when we get there!

Instead of pivoting directly toward an easing bias, the Federal Open Market Committee opted for a wait-and-watch approach in January. Franklin Fixed Income Economist Nikhil Mohan expects rate cuts to come, but not quite as soon as or as many as markets have been anticipating.

Nikhil Mohan | February 2, 2024

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