Beyond Bulls & Bears

On My Mind: The fog of trade war
Fixed Income

On My Mind: The fog of trade war

Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the Federal Reserve policy meeting. Fed projections now call for slower growth and higher inflation versus earlier forecasts, yet hard data shows the US economy is still in good shape; uncertainty is high and the Fed is keeping all options open. Find out what this might mean for the US economy and fixed income investors.

Quick Thoughts: Risk vs. uncertainty
Perspectives

Quick Thoughts: Risk vs. uncertainty

Weaker US economic data is leading to volatility in the equity markets. Head of Franklin Templeton Institute Stephen Dover discusses why uncertainty is more difficult to factor in than risk and what investors can do about it.

Franklin Templeton Fixed Income Macro Views: When the dust won’t settle
Fixed Income

Franklin Templeton Fixed Income Macro Views: When the dust won’t settle

Franklin Templeton Fixed Income economists explore the impact of proposed changes to US tariffs and the implications for other economies. Meanwhile, the eurozone contemplates increasing defense spending given a United States that promises to be less active in global security, and the Bank of Japan tightens monetary policy in light of increased price pressures.

Flash Insights: Germany’s fiscal shift—an opening gambit
Fixed Income

Flash Insights: Germany’s fiscal shift—an opening gambit

Germany’s main political parties have agreed on increasing fiscal flexibility, amending the existing debt brake and allowing for increased infrastructure and defense spending. Franklin Templeton Fixed Income’s David Zahn and Angelo Formiggini share their thoughts on the implications for European fixed income markets.

On My Mind: Markets getting wobbly?
Fixed Income

On My Mind: Markets getting wobbly?

Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the new US administration’s plans, ideas and actions so far, and what they might mean for the US economy and fixed income investors.

Meet the Manager: Jatin Misra
Fixed Income

Meet the Manager: Jatin Misra

When his cancer diagnostics startup didn’t quite work out as planned, Jatin Misra quickly changed gears and found his calling in financial services. His analytical mindset and interest in machine learning proved a perfect fit for analyzing the risks and opportunities within fixed income. Here, we get to know Jatin and the investment trends he sees today.

Quick Thoughts: The economic and market impact of escalating trade wars
Perspectives

Quick Thoughts: The economic and market impact of escalating trade wars

Can the US economy—and the markets—survive Trump’s tariffs? Insights from Franklin Templeton Institute’s Stephen Dover.

Franklin Templeton Fixed Income’s take on the new EU Green Bond Standard
Fixed Income

Franklin Templeton Fixed Income’s take on the new EU Green Bond Standard

The new European Union Green Bond Standard came into effect in December 2024, and two bonds that comply with it have just been announced. Our sustainable investing team at Franklin Templeton Fixed Income welcomes the increased allocation transparency that the framework provides but will continue to invest in a variety of green bonds.

Europe cuts rates as growth grinds to a halt
Fixed Income

Europe cuts rates as growth grinds to a halt

The European Central Bank cut its key benchmark interest rate by 0.25% to 2.75% at its January 30 policy meeting. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares why he thinks the ECB will likely continue cutting throughout 2025 and describes the implications for investors.

Flash Insights: January FOMC meeting—A skip or a pause?
Fixed Income

Flash Insights: January FOMC meeting—A skip or a pause?

The US Federal Reserve left policy rates unchanged at its January meeting, as widely expected, emphasizing the strength of the economy and a stable labor market. Chair Jerome Powell noted that the Fed is in a wait-and-watch mode regarding US President Trump's policies given that potential government policies have yet to be fully fleshed out. Franklin Templeton Fixed Income Economist Nikhil Mohan shares his thoughts.

On My Mind: What’s next for interest rates? Wall Street Journal podcast discussion
Fixed Income

On My Mind: What’s next for interest rates? Wall Street Journal podcast discussion

The latest “On My Mind” comes in video format from Franklin Templeton Fixed Income CIO Sonal Desai and covers her outlook for inflation, Federal Reserve policy, bond yields and the new US presidential administration's policies.

On My Mind: 2025 themes in focus—fiscal headaches, monetary prudence, productivity and volatility
Fixed Income

On My Mind: 2025 themes in focus—fiscal headaches, monetary prudence, productivity and volatility

Franklin Templeton Fixed Income CIO Sonal Desai shares four key themes that she believes will shape economic and financial market developments in 2025 and beyond.