FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 10/13/23

2023-10-13 04:00:00 ET Summary In the US economy, there’s been quite a bit of optimistic chatter focused on this idea of a soft landing. When you think about investing and mountain climbing, they’re both judged by the ability to move higher. Dividend growers tend...

2023-10-13 01:30:00 ET Summary Gasoline accounts for about half of the total energy CPI. After a steep hard plunge in energy prices in the second half last year, the process reversed this year. New vehicles CPI rose for the second month in a row in September from August. ...

2023-10-12 22:25:00 ET Summary Headline CPI came in at 3.7% today, but it’s at 2%, right on target, when you exclude shelter alone. This is pretty crucial in the broader context of what’s happening today because shelter is still running at 7.1% in the CPI when we kno...

2023-10-12 21:30:00 ET Summary On a year-over-year basis, the CPI is up 3.7%. Excluding shelter costs, which we know are artificially inflated by BLS methodology, the CPI is up only 2.0%. It is not unreasonable to think that the Fed has successfully arrested the inflation that was...

2023-10-12 19:25:00 ET Summary In September 2023 the AIER Everyday Price Index (EPI) rose 0.29 percent to 288.6. This is the fourth consecutive increase in the EPI, and this increase takes our index to a new all-time high, topping last month’s record of 287.7. Within th...

2023-10-11 21:05:00 ET Summary Assessing risk amid heightened geopolitical tensions. Fed officials say high bond yields may be helping in their inflation fight. Is there a risk that the Fed is overtightening? The Israel-Gaza conflict has some investors assessing ho...

2023-10-11 10:15:00 ET Summary Inflationary pressures will likely be higher going forward than they’ve been over the past two decades. Higher real interest rates are necessary in such an environment to keep inflation at target. Higher real interest rates put pressure on bot...

2023-10-09 13:30:00 ET Summary Both the consumer (CPI) and producer prices indices (PPI) will be released this week, providing insight into US inflation data. Overall core September ’23 PPI is expected, with overall PPI still expecting to come in a little elevated at +0.4%,...

2023-10-06 16:28:00 ET Summary Is the U.S. labor market finally showing signs of weakness? What to expect if a recession arrives. Why the U.S. economy remains resilient. The most recent U.S. jobs data suggests the employment sector may be showing signs of cooling. Ra...

2023-10-06 07:45:00 ET Summary The US economy has performed strongly with the Federal Reserve and financial markets both re-evaluating the likely path for interest rates. But the Beyoncé and Taylor Swift stimulus has ended and households are facing more challenges. Sharpl...