FTSD News and Press, Franklin Liberty Short Duration U.S. Government From 03/13/24

2024-03-13 06:15:00 ET Summary This analysis takes the BLS inflation data and recalculates the percentage changes at the category level to get unrounded numbers. After bottoming (inflation data according to BLS) in October of last year at 0.08%, the monthly number has moved back u...

2024-03-12 22:40:00 ET Summary Tuesday’s CPI report came in a touch hotter than expected at 3.2% on the headline and 3.8% on the core. Bonds sold off on the news as investors started to project the likelihood of later rate cuts. It’s worth keeping the big picture...

2024-03-12 21:30:00 ET Summary The latest Consumer Price Index (CPI) report showed that while inflation was more persistent than expected in February, the details paint a slightly more reassuring picture. Headline inflation increased 0.4% on a month-over-month basis, leading to a ...

2024-03-12 21:00:00 ET Summary "Hot CPI" read the headlines today, referring to the 0.4% rise in the February CPI and the 3.2% year-over-year change in the CPI. Inflation is running hot only if you think it makes sense to look at the year-over-year rise in nationwide housing price...

2024-03-12 17:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...

2024-03-11 12:30:00 ET Summary We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. U.S. stocks were mostly flat last week, while 10-year U.S. Treasury yields fell further. Market...

2024-03-08 00:40:00 ET Summary The Fed published its estimates of the private sector's balance sheet and net worth, and it's nice to see that the numbers reflect very healthy conditions. As of year-end 2023, the net worth (total assets minus total liabilities) of the US private se...

2024-03-07 06:30:00 ET Summary Interest rates have a meaningful impact on the economy by damaging banks and credit markets. This has been quite clear in the last year or so. Despite this, there are still some circles of the economic world that claim monetary policy has no impact, ...

2024-03-06 20:20:00 ET Summary In 2024, like in recent years, the Federal Reserve policy rate trajectory remains top of mind for investors. While we have already seen a few emerging market central banks start to reduce interest rates, many of the developed markets have only just f...

2024-03-06 06:30:00 ET Summary China's National People's Congress convened this week and set a growth target of 5%. There are rumors that the US Federal Reserve’s March dot plot will show expectations for an average of only two rate cuts in 2024. Bank of Japan (BOJ) off...