Beyond Bulls & Bears

On My Mind: The twin roots of rising rates
Fixed Income

On My Mind: The twin roots of rising rates

Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates.

On My Mind: The Fed, the Treasury and a fistful of dollars
Fixed Income

On My Mind: The Fed, the Treasury and a fistful of dollars

Franklin Templeton Fixed Income CIO Sonal Desai discusses why persistently loose fiscal policy, relentless price pressures and resilient economic growth may cause a problem for the US Federal Reserve—and explains the implications for bond yields.