Beyond Bulls & Bears

On My Mind: (r)-stargazing
Fixed Income

On My Mind: (r)-stargazing

Franklin Templeton Fixed Income CIO Sonal Desai discusses where she thinks the real policy rate lies in the United States and how this informs her outlook for US Treasury yields over the medium to long term.

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing
Fixed Income

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing

In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.