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We formally neutralized the influence of two macro themes centered on global protectionism and Chinese growth. European populism was reduced as a significant headwind to valuation opportunities. With fewer headwinds, there may be a less obstructed path for price to gravitate towar...
Last year's pandemic crisis U-trip took just 128 days - significantly less than the long-term average, despite a once-in-a-generation healthcare crisis. While the recovery speed has varied, the global economy is clearly on the mend. We believe that the next phase of the reopening/...
U.S. core inflation accelerated by 3.8% on a year-over-year basis during May per the Bureau of Labor Statistics’ consumer price index. Two of the sectors with the highest price increases during May were the automobile industry and the airline industry. Zeroing in on the equ...
The 5% US year over year inflation print (CPI) for May was the highest since August 2008 - the last cycle peak. Treasury prices are continuing to rally - compared with the end of May, the US 10-year Treasury yield is today 1.47 from 1.58, and the Canadian 10-year is 1.40 from 1.50. ...
With input costs rising sharply, the rise in consumer price inflation has only just begun. As shortages and supply chain disruptions are priced through to consumers, goods inflation is set to trend higher. We still believe the impact will be temporary, but in the US less so than i...
On June 5, 2021, Finance Ministers from the Group of Seven major industrialized nations committed to a global minimum corporate tax rate on multinationals of at least 15%. The agreement reached by the G7 countries on minimum taxes has provided fresh momentum to the overhaul of interna...
Global supply chain woes persist in May. Asia manufacturing performance on the line amid supply constraints. Sustained supply and demand gap could lead to price stickiness. For further details see: Global Manufacturing PMI Highlights Sustained Supply Constraints And Pric...
The major asset classes delivered across-the-board gains for a second month in a row in May. Everything apart from cash was up last month, led by a sizzling rally in foreign inflation-linked government bonds. The FTSE Russell World Inflation Index ex-US surged 4.0% last month, the...
Where are the opportunities/risks for investors in inflationary market? The big question on inflation: permanent or transitory? Investment strategy in an inflationary environment. For further details see: Is Inflation Here To Stay? What It Could Mean For Markets And Your...
Although some short-term supply bottlenecks and financial speculation might drive commodity prices and inflation expectations further from here, a few big-picture facts are worth noting. The consensus expects consumer spending to keep accelerating because some households have higher s...
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Headline of release should read: Franklin Templeton to Reposition Four ETFs in U.S. (instead of Franklin Templeton to Reposition Four ETFs U.S.). The updated release reads: FRANKLIN TEMPLETON TO REPOSITION FOUR ETFS IN U.S. Franklin Templeton today announced plans to rep...
Franklin Templeton today announced plans to reposition and rename four index-based ETFs, effective on or about August 1, 2022. With this repositioning, the firm will change the ticker symbols and investment goal, strategies and policies for each Fund. The index provider for each Fund wi...