Category: Franklin Templeton
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ON MY MIND: US FED IN TOUGH SPOT AS MARKET CLAMORS FOR RATE CUTS
The US Federal Reserve kept interest rates steady at its June meeting; it emphasized its data-driven approach to policy decisions but noted it believes the case for lower interest rates to be strengthening. Franklin Templeton Fixed Income CIO Sonal Desai offers her take on the meeting, and why the Fed might actually be exacerbating market volatility ahead.…
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Should Markets Heed Recession Warnings?
mid a renewed US-China trade spat and additional tariff tensions between the United States and Mexico, investor concerns about a possible recession have heightened, according to Ed Perks, executive vice president, and chief investment officer, Franklin Templeton Multi-Asset Solutions. He discusses how markets are reacting to the possibility of a US recession and explains why…
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ON MY MIND: TRADE WARS—THE DOG THAT DIDN’T BARK
In the Sherlock Holmes story “The Adventure of Silver Blaze,” during the night a prized race horse gets spirited away from his stable and its trainer gets murdered. In the investigation, Sherlock Holmes calls attention to what didn’t happen: The dog on the property did not bark. For over two years we have lived in…
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MARKET RESILIENCE: STRENGTH IN NUMBERS
Concerns about where the financial markets are heading are at the forefront of many investors’ minds. The risks of a US or global recession this year continue to persist amid slowing global growth, trade tensions and worries about potential geopolitical shocks. Recognizing uncertainties, central banks globally—including the US Federal Reserve—have turned a bit more dovish,…
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THE PROMISE OF INNOVATION—A CREDIT PERSPECTIVE
We live in an age of tremendous technology disruptions. Yet, according to labor productivity statistics, this disruption has done surprisingly little to produce more outputs from an hour’s work. Looking forward, we think artificial intelligence (AI) is reaching a tipping point. Technologies like work automation and autonomous cars that promise to reshape society and economies,…
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