john beck - 2/6 - Beyond Bulls & Bears

Fixed Income

Global Economic Perspective: December

“The pattern of a strong cyclical upturn in the global economy combined with subdued inflation looks set to continue for some time, in our view. Nevertheless, we believe increasing demand and a diminishing pool of labor are likely to create meaningful pricing pressures at some point.” - Franklin Templeton Fixed Income Group

Christopher J. Molumphy, CFA | December 20, 2017

Fixed Income

Global Economic Perspective: November

"Investors’ perceptions about the intentions of central banks, rather than economic fundamentals, are likely to remain the central driver of fixed income markets. Uncertainty created by factors such as geopolitics may only serve to convince policymakers to maintain a looser monetary stance than might otherwise be expected by economic conditions." - Franklin Templeton Fixed Income Group

Christopher J. Molumphy, CFA | November 28, 2017

Fixed Income

Global Economic Perspective: October

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group discusses the state of the US economy and monetary policy implications, the fallout from the German elections and impact of the Catalonia crisis in Spain.

Christopher J. Molumphy, CFA | October 18, 2017

Fixed Income

Putting Geopolitical Tensions into Perspective

When world leaders talk, markets react. And with social media becoming mainstream, politicians have a new way of getting their message to the masses. Franklin Templeton Fixed Income Group’s John Beck discusses geopolitical tensions, the impact of social media and the broader macroeconomic issues impacting the global fixed income landscape.

John Beck | October 17, 2017

Fixed Income

Global Economic Perspective: September

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the potential impact of recent storms on the US economy, Europe’s monetary policy path and whether the global economy’s upturn is sustainable.

Christopher J. Molumphy, CFA | September 21, 2017

Equity

Global Economic Perspective: August

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group takes a look at recent US economic data, and increased skepticism among many market participants about whether the Federal Reserve will implement another increase in interest rates before the end of the year.

Christopher J. Molumphy, CFA | August 21, 2017

Fixed Income

Global Economic Perspective: July

In this month's Global Economic Perspective, our Fixed Income Group dives into diverging central bank policy and weighs in on whether the European Central Bank is likely to be less accommodative—and what its timing might look like.

Christopher J. Molumphy, CFA | July 21, 2017

Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines whether inflation may gain momentum in the United Sates, why it’s pleased the European Central Bank has resisted tapering of its quantitative easing program and why investors in all markets need to be cognizant of political risks.

Christopher J. Molumphy, CFA | June 20, 2017

Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

Christopher J. Molumphy, CFA | May 17, 2017

Fixed Income

Global Economic Perspective: March

Even though confidence among US businesses and consumers has been lifted by the advent of a new administration, the question of whether this buoyant mood is likely to translate into a significant pickup in US economic growth remains unanswered, in our view.

Christopher J. Molumphy, CFA | March 15, 2017

Fixed Income

Global Economic Perspective: February

The outlook for the global economy appears a little better, in our view, and overall growth in 2017 could well show a slight improvement from a year ago. The stability in the Chinese economy is encouraging, and surveys in many parts of the world suggest confidence has increased.

Christopher J. Molumphy, CFA | February 16, 2017

Fixed Income

Global Economic Perspective: January

This year will likely offer up both opportunities and pitfalls for policymakers, but the solidity of current data reinforces our confidence the US economy is starting off on a sure footing. However, with meaningful change hard to engineer, both in terms of politics and economic outcomes, our sense is the pace of delivery may turn out to be slower than some market participants seem to expect.

Christopher J. Molumphy, CFA | January 13, 2017