Beyond Bulls & Bears

Flash Insights: June FOMC meeting—erring on the side of caution
Fixed Income

Flash Insights: June FOMC meeting—erring on the side of caution

The Federal Reserve exercised caution at its June meeting, signaling only one interest rate cut in 2024. Policymakers will need to see more than just “modest further progress” on inflation before easing can begin, according to Franklin Templeton Fixed Income Economist Nikhil Mohan.

On My Mind: The twin roots of rising rates
Fixed Income

On My Mind: The twin roots of rising rates

Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates.

On My Mind: The Fed, the Treasury and a fistful of dollars
Fixed Income

On My Mind: The Fed, the Treasury and a fistful of dollars

Franklin Templeton Fixed Income CIO Sonal Desai discusses why persistently loose fiscal policy, relentless price pressures and resilient economic growth may cause a problem for the US Federal Reserve—and explains the implications for bond yields.