Beyond Bulls & Bears

Flash Insights: March inflation—Yet another reason to delay easing
Fixed Income

Flash Insights: March inflation—Yet another reason to delay easing

March US consumer prices rose faster than expected. The reacceleration in supercore inflation suggests the strong inflation readings at the start of the year may not have been mere blips. Franklin Templeton Fixed Income Economist Nikhil Mohan expects the Federal Reserve will likely begin rate cuts in September, but inflation trends may affect the timing of the cuts.

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.