Beyond Bulls & Bears

On My Mind: Transitory tightening?
Fixed Income

On My Mind: Transitory tightening?

Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.

In the Know: March FOMC Meeting and Interest Rate Moves

In the Know: March FOMC Meeting and Interest Rate Moves

I think the big takeaway of the March Fed meeting from the markets’ perspective is that the Fed’s statements were interpreted to mean there would be a very slow pace of interest rate increases when they do occur.