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Beyond Bulls & Bears

Fixed Income

Franklin Templeton Fixed Income Macro Views: The return of (trade) policy uncertainty

Franklin Templeton Fixed Income economists explore the impact of proposed changes to both US tax and tariff policies and the implications for global economies. Central banks continue to address local conditions, with the US Federal Reserve and European Central Bank further easing monetary policy, while the Bank of Japan is hiking its policy rate as it faces elevated inflation.

Sonal Desai, Ph.D. | December 04, 2024

Fixed Income

Franklin Templeton Fixed Income Macro Views: Everything everywhere all at once

Franklin Templeton Fixed Income economists note continued divergence in G3 monetary policies. The US Federal Reserve and European Central Bank are expected to continue gradual easing, with US politics adding uncertainty. In contrast, Japan's strong labor market may lead to more aggressive tightening than anticipated.

Sonal Desai, Ph.D. | September 17, 2024

Fixed Income

On My Mind: The Fed fights inflation, the markets fight the Fed

Markets want to believe policy interest rates will soon fall—but inflation and growth data tell a very different story, argues Franklin Templeton Fixed Income CIO Sonal Desai.

Sonal Desai, Ph.D. | May 10, 2023

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.

David Zahn, CFA, FRM | June 10, 2022

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