FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 05/16/23

2023-05-16 02:35:00 ET Summary The current economic and investing environment remains one of the most challenging and difficult to navigate in recent times. With inflation and wage growth at current levels, we likely require a material amount of pain to be felt within the equity a...

2023-05-15 10:35:00 ET Summary We think the U.S. debt limit showdown will spark renewed volatility in markets. That risk reinforces why we stay invested and cautious by going up in quality. Stocks were flat last week after U.S. data confirmed core inflation staying high. We think ...

2023-05-13 05:36:00 ET Summary Today, the bond market is convinced that there will be no more Fed rate hikes. Simple logic says that if inflation is clearly decelerating, no further rate hikes are necessary. The fires of inflation have been extinguished; only embers remain, an...

2023-05-13 03:55:00 ET Summary Price inflation during April decelerated slightly, coming in at the lowest year-over-year increase in 24 months. CPI inflation rose 4.9% YoY in April before seasonal adjustment, the 26th month in a row with inflation above the Fed’s arbitrary ...

2023-05-13 00:30:00 ET Summary The Consumer Price Index (CPI) for April showed that headline inflation continues to moderate, dipping below 5% for the first time since April 2021. Headline CPI is now below the Fed funds rate, reducing the need for additional Federal Reserve (Fed) ...

2023-05-12 15:04:00 ET Summary The April update on US consumer inflation was widely reported as delivering another round of encouraging news. Consumer prices at the headline level slipped below 5% on a year-over-year basis for the first time in almost two years. The Fed funds ...

2023-05-11 21:44:00 ET Summary Money supply growth fell again in March, plummeting further into negative territory after turning negative in November 2022 for the first time in 28 years. The fact that the money supply is shrinking at all is so remarkable because the money supply a...

2023-05-11 16:01:00 ET Summary One of our big themes for this year was that it would be the year of disinflation; a falling rate of positive inflation. The really good news in this latest inflation report is that shelter remains a large contributing upside factor. So the bigge...

2023-05-11 14:17:00 ET Summary U.S. inflation continued to cool in April. Federal Reserve may hold rates at next meeting. Rate cuts still unlikely this year. The latest read on U.S. consumer prices shows that inflation continues to cool, but does that mean th...

2023-05-11 00:26:00 ET Summary Now that the central bank signals an intention to keep policy tight for quite a while, most investors are quite happy to bet against it. US Treasuries have again rallied even in response to an April Consumer Price Index inflation report that shows he...