FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 10/20/23

2023-10-20 21:25:00 ET Summary There’s always a lot of debate about what the best inflation hedge is. Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? There has been a lot of chatter about long-term bonds in recent weeks as yields continue to m...

2023-10-20 20:09:00 ET Summary In terms of the overall economic outlook, the participants saw the economy expanding at a solid pace and exhibiting resilience, but growth was expected to slow, in part due to the restrictive nature of policy. Inflation is slowing, but further progre...

2023-10-20 08:10:00 ET Summary Restrictive monetary conditions, from higher yields and tighter lending conditions, are the Fed’s Waterloo. Fed’s outlook for more robust growth and no recession has allowed it to keep “one more rate hike” on the table. ...

2023-10-20 04:15:00 ET Summary The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. The market took a breather in August and September resulting in small declines across many indices in the quarter...

2023-10-18 23:15:00 ET Summary Money supply growth fell again in August, remaining deep in negative territory after turning negative in November 2022 for the first time in twenty-eight years. Since April 2021, money supply growth has slowed quickly, and since November, we've been ...

2023-10-18 05:34:06 ET Summary Long-duration bonds have experienced the worst drawdown in history, and there were a lot of signs of this potential. TIPS (Treasury Inflation-Protected Securities) presents an interesting investment opportunity with positive real yields. The over...

2023-10-16 11:05:00 ET Summary Our proprietary signal has flashed red twice in the last several weeks. Does the double signal something more ominous approaching? The Fed pointed to the soaring 10-year yields and term premiums as indicators that its job of tightening monetary polic...

2023-10-14 01:20:00 ET Summary While the direct market impact of geopolitical conflict is typically short-lived, the macro impacts can often linger. The key macro concerns from the developments in Israel lie with the threat of upward pressure on oil prices. Global economic gro...

2023-10-14 00:50:00 ET Summary The September Consumer Price Index (CPI) showed that inflation continues to edge towards the Federal Reserve’s (Fed’s) 2% target. Annual headline inflation remained unchanged at 3.7%, but core inflation eased from 4.3% to 4.1%, marking ...

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...