Previous 10 | Next 10 |
The chief problem facing most of the world's developed economies today is the level of outstanding debt, both private and public. Demographics remain one of the most powerful drivers of long-term economic growth. Sustained inflation requires a permanent increase in demand relative...
As we mark the halfway point of the year, the economy is in full recovery mode and asset prices are soaring. As we enter the second half of the year though, it is hard to ignore some contradictions. Economic growth in H1 is going to print a big number, and yet, the 10-year Treasury no...
The reopening should continue across the major developed economies through the second half of 2021. The focus for markets has shifted to the strength of the growth rebound, the implications for inflation and the timing of central bank moves to taper asset purchases and eventually rais...
Inflation will benefit some companies, be indifferent to others, and hurt the rest. To understand what separates winners from losers, we need to understand the physics of how inflation flows through a company’s income statement and balance sheet. The rate of change of inflation...
On a price-only basis, the S&P 500 Index is up over 91% since the March 23, 2020 low. Nearly halfway through 2021 and the S&P 500 Index is up a strong 14%. Additionally, when evaluating investor sentiment and equity fund flows, it does not appear investors are all-in on stocks...
One of the key takeaways from the chairman’s testimony is that the Fed is still willing to be very patient and keep its easy-money policies in place for now, despite the recent upgrades to its growth and inflation outlooks. Switching to the sizzling housing market, Kshatriya ch...
If you’re wondering about the potential direction for the dollar, the downward trend looks like it will resume thanks to the “twin” trade and budget deficits. From the June 11, ’21 Bespoke report, Paul Hickey notes the MSCI World Index (ex-US) has seen over...
PIMCO’s baseline outlook for the cyclical horizon has the global economy continuing its uneven recovery before shifting to a more moderate pace of above-trend growth in 2022. With the pandemic receding across much of the world, policy support has also likely peaked and will tur...
Global capital is all in with record leverage on growth and inflation bets. But is the consensus confident, or have they just stopped thinking? While monetary and fiscal funds have drowned the financial system, transmission through the real economy has failed because the cash flows ar...
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...
News, Short Squeeze, Breakout and More Instantly...
Franklin LibertyQ International Equity Hedged Company Name:
FLQH Stock Symbol:
NYSE Market:
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...