FLGV - TIC Reflation Rolling (Over?)

May, 19 2021 11:55 PM Franklin Liberty U.S. Treasury Bond

Given that Q1 2021 was the most solidly reflationary since the recession and GFC2, we find the same across most of its headline data.
From UST buying overall to bank liabilities expanding the most in several years, that had been the overall theme for the three months of TIC up to and including March.
Does reflation still have legs? Upon that, the entire inflation case rests.
Or, are we already seeing signs of its premature demise, maybe even rolling over already toward what would then be the next global dollar shortage/surge? In that circumstance, truly transitory "inflation."

For further details see:

Company Name:	Franklin Liberty U.S. Treasury Bond
Stock Symbol:	FLGV
Market:	NYSE