FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 09/14/23

2023-09-14 04:45:00 ET Summary The Consumer Price Index (CPI) increased by 0.63% in August, the largest month-to-month increase since June 2022. Despite ongoing adjustments to health insurance CPI, core CPI and core services CPI accelerated. Fuel prices, particularly gasoline,...

2023-09-14 03:00:00 ET Summary While the majority of the “easy” move lower has been made in inflation, there is still a significant tailwind that will keep inflation from spiking significantly higher. The combination of shelter disinflation with a commodity boom will...

2023-09-13 21:22:00 ET Summary In August 2023, the AIER Everyday Price Index rose 0.87 percent, lifting the index from 285.2 to 287.7. The month-to-month headline CPI number rose 0.6 percent versus 0.2 percent seen the previous month. With the release of the data, market-impli...

2023-09-13 13:56:00 ET Summary What strong jobs data may mean for the Bank of Canada. The impact of robust immigration could mean for Canada's economy in the long term. A hike may not be likely, but the BOC's inflation fight isn't over yet. Canada's latest jobs data ...

2023-09-13 11:30:00 ET Summary US August inflation data shows a modest upside surprise, with headline CPI at 0.6% and core prices at 0.3%. The Fed is likely to keep one final rate hike in their forecasts despite keeping rates on hold in September. Risks to inflation include hi...

2023-09-11 14:20:00 ET Summary The dollar has been higher for the last 8 weeks. The Fed raising rates and holding them higher for longer is contributing to that rise. We are starting to see tremors of volatility in currencies, from the Mexican peso to the Japanese yen. The Fed may...

2023-09-11 14:15:00 ET Summary Market narratives have flip-flopped through the year as the new macro regime plays out. We stay selective amid stagnating activity and volatile inflation. U.S. stocks dipped and bond yields climbed after solid U.S. services data. Markets are coming a...

2023-09-07 05:30:00 ET Summary Growth of business activity in the US came close to stalling in August, according to the final reading of S&P Global's US PMI. Looking at the broad split of the data, manufacturing output slipped back into decline after a brief resumption of grow...

2023-09-07 00:45:00 ET Summary Are central banks at a crossroads on rates? Why there may be more options for income currently. Are markets being too optimistic about the economy? Even as signs of economic weakness emerge, central banks are pledging to stay th...

2023-09-06 23:50:00 ET Summary The Atlanta Fed’s GDPNow is looking for nearly 6.0 percent annualized third-quarter real GDP growth. Is the coast clear of recession (for now), or is this the last gasp of strength? Monetary policy works with long and variable lags – no...