FLGV News and Press, Franklin Liberty U.S. Treasury Bond From 07/05/21

Reverse repurchase agreements have exploded to a trillion dollars in money that the Fed is sucking out of the financial system. The Fed is effectively being forced by interest rates within the intra-banking system to take as much cash out of bank reserve accounts as it is adding via i...

Investment uncertainty is focused on the nature of the current spike in inflation, which the Fed argues is transitory, though a growing number of people do not buy this narrative. Historically, the Fed has never been able to head off any longer-lasting inflation uptrends without a recessi...

The first signs of inflation have bubbled up in the market. It is unclear if inflation will be sustainable, but the risks of entering a new inflationary regime need to be considered. Many see a return to the pre-COVID environment of secular stagnation. But a breakout to higher inflati...

Franklin Liberty U.S. Treasury Bond ETF (FLGV) - $0.0399.30-Day SEC Yield of 1.00% as of May 31.Payable Jul 07; for shareholders of record Jul 01; ex-div Jun 30. For further details see: Franklin Liberty U.S. Treasury Bond ETF declares monthly distribution of $0.0399

MSCI US REIT Index rallied 2.7% in June, which marks an impressive run of eight consecutive monthly increases. The Russell 3000 Index jumped 2.5% in June, the fifth straight monthly advance. Comparing GMI to US stocks and bonds shows that global asset allocation remains competitiv...

The most recent data from the Bureau of Labor Statistics show that CPI rose by 5.0 percent over the past 12 months. This is the highest rate of inflation since before the 2008 financial crisis. Swings in the price of oil are why many economists rely on “core” rates of in...

Inflation has been so low for so long that most of us can’t remember what it’s like to see the prices of goods and services rise in a way that we actually notice. While many have been concerned about government debt for a while now, the amount of money we’ve print...

The risk tone has worsened, but month-end flow as well as supply muddy the picture and we see the risk of a pullback today. The ECB has provided the market with a clear reaction function to trade off; the key data releases ahead will help US markets get a clearer grasp of the Fed's. ...

Faced with higher inflation numbers, the Federal Reserve has begun to create more meaningful parameters around its evolving stance on monetary policy. Although the changes could be less dramatic than many expect, we believe that investors should be prepared for higher market volatilit...

The reopening should continue across the major developed economies through the second half of 2021. The focus for markets has shifted to the strength of the growth rebound, the implications for inflation and the timing of central bank moves to taper asset purchases and eventually rais...