Beyond Bulls & Bears

ECB begins what may be a slow cutting cycle
Fixed Income

ECB begins what may be a slow cutting cycle

The European Central Bank cut its key benchmark interest rate by 0.25%, while indicating that its future moves will depend on incoming financial and economic data. David Zahn, Franklin Templeton’s Head of European Fixed Income, shares why he thinks the ECB will likely move slowly and discusses the implications for investors.

ECB hikes rates—one more to come?
Fixed Income

ECB hikes rates—one more to come?

The European Central Bank hiked rates 50 basis points. Curious about what that means for investors? David Zahn, Head of European Fixed Income shares his thoughts.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities sold off hard into the end of last week as inflation and growth fears continued to weigh on sentiment.

ECB jumps on the bandwagon to start hiking rates
Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Equities in Europe treaded water ahead of the European Central Bank (ECB) meeting this week, where any hints of tapering will be closely observed. The spread of the Delta variant continues to weigh on sentiment,

On Central Bank Tapering and European Fixed Income
Fixed Income

On Central Bank Tapering and European Fixed Income

As markets try to look past the COVID-19 pandemic, the question of when central bank support will be withdrawn is a critical one. David Zahn, our Head of European Fixed Income, discusses the implications of potential tapering of asset purchase programmes, and what it means for fixed income investors.