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Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
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The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Market Outlooks
AOR Update: Bank crisis recalibrates the Fed’s path
The evolution of risks to financial stability will be a key factor into the Fed’s near-term thinking above and beyond their goal of achieving the dual mandate of price stability and maximum employment.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Macroeconomic & Geopolitical
Quick Thoughts: Is normal really what we want?
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Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.
Macroeconomic & Geopolitical
International equities: Poised for recovery
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Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.