FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 11/18/23

2023-11-18 03:15:00 ET Summary For investors, there are a variety of reasons to give thanks this year, including turkey prices that are lower today than they were last year. The US inflation rate peaked over a year ago, and the market expects that Federal Reserve rate hikes are ov...

2023-11-16 06:30:00 ET Summary After November 14’s big reaction to the benign CPI data, which saw risk assets rally hard and the dollar come off as interest rate expectations fell sharply, it is the turn of retail sales and producer price inflation today. It once again feed...

2023-11-16 03:55:00 ET Summary The global economic outlook along with market valuations and asset class fundamentals all lead us to favor fixed income. Perhaps the resilient U.S. economy will stave off recession but also drive overheating growth and accelerating inflation that pro...

2023-11-16 01:50:00 ET Summary Inflation has dropped down significantly which means that the Fed, in my opinion, will stop raising rates now, and maybe even lower them, at some point next year. The heat is not off yet, but it is coming off and it is a marked change for the both th...

2023-11-15 23:00:00 ET Summary I've been predicting the demise of inflation for at least a year now, and yesterday's CPI report makes it official. There's no denying that inflation has fallen to within spitting distance of the Fed's target. The market has finally acknowledged ...

2023-11-15 05:05:00 ET Summary US consumer price inflation slowed more than expected in October. Higher borrowing costs will increasingly weigh on activity and corporate pricing power, while slowing housing rents will be the main driver of disinflation over the next two quarters. ...

2023-11-14 20:20:00 ET Summary Tuesday’s CPI report was a huge relief for the Federal Reserve and their fight against inflation. Headline CPI came in at 3.2% and core inflation came in at 4%. The details showed a broad slowdown in the positive rate of change in prices, whic...

2023-11-14 15:30:00 ET Summary AIER Everyday Price Index fell 0.49% in October 2023, the largest decline since December 2022. The October inflation release provides a welcome respite from resurgent price increases over the past few months. While the most recent CPI and EPI dat...

2023-11-14 15:12:00 ET Summary U.S. real personal consumption has held up well in the face of higher interest rates because jobs kept growing. Inflation has receded in virtually every category, although shelter is coming down more slowly due to the confusing and lagged calculation...

2023-11-14 12:30:00 ET Summary In my opinion, last week’s comments from the Federal Reserve Chair were performative and don’t change anything in terms of my outlook. Central banks are focused on ensuring that longer-term inflation expectations - not shorter-term ones...