FLGV News and Press, Franklin Liberty U.S. Treasury Bond From 04/30/21

With US GDP already back to where it started pre-Covid, and the Fed still on full easing mode, inflation risks remain elevated. Expectations are braced for this, but the absolute level of rates is not offering much protection. Growing confidence in the eurozone recovery gels with ...

U.S. Fed holds rates steady. Colbourne: Higher inflation likely transitory. Colbourne: Pressure on U.S. dollar to continue over the balance of the year. For further details see: Fed Holds On Rates, Acknowledges Improved Outlook And Higher Inflation

It's clear that the Fed is not for moving away from a super-easy policy setting. This leaves the back end of the curve still quite unprotected from any unexpected inflation. The bond market is listening; US yields rose into the FOMC and came out re-testing lower. We see this as a ...

Factors driving US inflation higher. Roy: I see inflation rising in the next 12 months. Roy: Exposure to growth stocks is important. For further details see: Navigating Financial Markets As Inflationary Pressures Loom On The Horizon

Trading so far this week has been characterised by a cautious tone that has seen US Treasuries weaken after their early April rally and stock markets retreat from all-time highs. In the case of a less-dovish FOMC, even a pullback in stocks or high yield bond valuations might not preve...

The Federal Reserve's balance sheet has reached $7.82 trillion at last count. Expanding at roughly $120 billion a month, it will be over $8 trillion by the end of this quarter, if the Fed's bond purchases remain on target. My guess is that some type of shakeout is coming for the broad...

Discussing five growth areas, along with ways in which we can make money as passive investors. Inflation is clearly brewing, due mostly to "demand push" inflation for many high-demand goods, such as homes, vehicles, and now workers (via wages). If the long-term capital gains tax r...

We stick to our pro-risk stance and tweak our tactical views as the U.S. leads a powerful global economic restart and our new nominal theme plays out. Stocks were little changed on the week as markets digested strong first-quarter earnings reports and bond yields eased. The Federa...

Much has been made this week about Joe Biden's tax plan that would increase the capital gains rate into the 50% area. We think it is much ado over nothing. It seems as if every investment banking house on the street is bearish; we don't blame them, as valuations have gotten historical...

I joined Daniel Lacalle to discuss why markets are mistaken in pricing in a massive economic expansion. We unpack many of the mainstream myths on narratives driving markets and why outcomes will be no different than in the past. The discussion covers a lot of ground, including cor...