Beyond Bulls & Bears

On My Mind: US elections—what’s next for the economy, markets and the Fed?
Fixed Income

On My Mind: US elections—what’s next for the economy, markets and the Fed?

President-elect Donald Trump’s policy proposals—including taxes, tariffs and a simplified regulatory regime—will likely mean stronger US economic growth and might reignite inflationary pressures. This supports Franklin Templeton Fixed Income CIO Sonal Desai’s long-held view that this monetary policy easing cycle will be shorter and more shallow than many financial market participants expect.