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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.
Macroeconomic & Geopolitical
Quick Thoughts: Silicon Valley Bank (SVB) Failure Ripples Through the Market
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Here’s an update on the latest news involving SVB and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation surprises push Treasury yields higher
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U.S. Treasury yields rose further, after yet another round of unfavorable inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue marching higher
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U.S. Treasury yields rose further, after another round of unfavorable inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data boost Treasury yields further
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U.S. Treasury yields rose yet again last week, the fourth consecutive weekly increase and the longest streak since October.