FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 08/16/23

2023-08-16 05:26:00 ET Summary Lower-than-expected inflation and falling inflation expectations have led to “the summer of our disinflation” in the US. A similar disinflationary scenario could unfold in Europe, but anemic growth and stubborn inflation may make it mor...

2023-08-15 22:51:00 ET Summary In 2022, bonds had the most significant drawdown since 1788 due to the massive surge of economic growth and inflation caused by more than $5 trillion in Federal interventions. Since the future return of any bond, on the date of purchase, is calculabl...

2023-08-14 23:39:00 ET Summary At some point, likely well before year-end, the Fed is going to have to concede that inflation has been licked - and lower rates accordingly. It's well-known that housing prices and rents stopped rising about a year ago, but owners' equivalent rent, ...

2023-08-14 21:56:00 ET Summary Headline CPI peaked in June 2022 at 9% and steadily declined through June 2023 to 3%. Monthly net new jobs data is quite volatile. With the pandemic rebound largely over, jobs growth is slowing, although still quite robust by pre-pandemic standards. ...

2023-08-11 16:22:00 ET Summary CPI report offered hope that inflation is moving in the right direction, while PPI suggested pipeline price pressures remain modest. The University of Michigan sentiment index indicates households are less fearful of inflation, so the past two days o...

2023-08-11 11:05:00 ET Summary The July CPI report showed that inflation continues to make meaningful progress toward the Fed’s 2% target. Annual headline inflation rose slightly, from 3.0% to 3.2%, but core inflation eased from 4.8% to 4.7% as monthly pressures decelerated...

2023-08-11 07:00:00 ET Summary The US dollar remains firm, rising against major currencies and emerging market currencies. US quarterly refunding completed successfully, with a slight downgrade in chances of a Fed hike next month. China's lending figures for July were unexpect...

2023-08-11 05:28:00 ET Summary Fund flows show investors still favouring fixed income. Money Market and high interest savings instruments proving popular. New buffer and accelerator ETFs also gaining investor interest. Despite the recent run in stocks, fund flows s...

2023-08-10 21:35:00 ET Summary Core services inflation at 6.1% year-over-year; Core CPI at 4.7%. Three factors make it rough for CPI the rest of the year. Overall Consumer Price Index rose by 3.2% in July compared to a year ago, the first year-over-year acceleration since June 202...

2023-08-10 19:35:00 ET Summary AIER’s Everyday Price Index (EPI) increased by 0.34 percent in July 2023. With this increase, the index stands at 285.2, 0.5 percent below its level one year ago in July 2022. The largest price gains among EPI constituents from June to July 20...