Beyond Bulls & Bears

On My Mind: The Fed and markets—Same as it ever was
Fixed Income

On My Mind: The Fed and markets—Same as it ever was

A dovish nudge in the Federal Reserve's (Fed’s) November press conference pushed markets to again price a significant monetary easing as early as mid-2024. Our Franklin Templeton Fixed Income CIO Sonal Desai sees this market reaction as an excess of exuberance that sets the stage for more volatility. She shares her latest insights on the policy outlook and the implications for investors.

On My Mind: Listen to the man
Fixed Income

On My Mind: Listen to the man

Financial markets seem to have gone from “don't fight the Fed” to “don’t believe the Fed,” opines Franklin Templeton Fixed Income CIO Sonal Desai. She offers her thoughts following the US central bank’s December policy meeting, and warns to brace for more volatility ahead.