Beyond Bulls & Bears

On My Mind: Leaving QE, Never Easy
Fixed Income

On My Mind: Leaving QE, Never Easy

This year’s annual economic policy symposium in Jackson Hole opens the six months that will likely define the legacy of the Powell Fed’s first term. The robust recovery, high inflation and record asset prices call for the Fed to wind down an extraordinary monetary easing that is also exacerbating economic inequality. But leaving QE isn’t easy, as financial markets have become overly dependent on Fed support. In her latest “On My Mind,” our Fixed Income CIO Sonal Desai discusses the Fed’s challenges and what they mean for investors.

Global Economic Perspective: October
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 ...

US Election Implications for Europe: What Many Observers Are Missing
Fixed Income

US Election Implications for Europe: What Many Observers Are Missing

Global political uncertainly has been plaguing investors around the world for months. With the UK Brexit vote behind us, attention now turns to ...

Global Economic Perspective: August
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 ...

Global Economic Perspective: July
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 ...

Global Economic Perspective: June
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 ...