The Relationship Between AI and Inflation
Technology investment carries rising costs.
Data Center Debates
The pushback is more than mere token resistance.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Business Of The World Cup
The tournament brings in roaring crowds and roaring revenues.
Is AI Inflationary or Deflationary?
AI may lower prices long term, but today’s surge in investment is straining supply—posing a near-term inflation challenge for markets and the Fed.
AI Downsides Dominate Discourse
Skepticism of AI may keep its growth in check.
Knocking At the Door
Stagflation remains at bay for now, but risks are building.
Wanted: Buyers for Treasury Debt
How can demand for Treasury securities be sustained?
Resolving The Trade Emergency
Hedging our expectations about a tariff refund windfall.
Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
More Supply Chain Stress
Conflict is exposing the fragility of global networks.
Helium Is Elementary
A light element has a heavy industrial need.
The Quest for Energy Independence
Energy scarcity is back, and its consequences may endure.
A New Chapter
The Iran conflict has changed the paths for inflation and central bank actions.
Fertilizers And Food At Risk
Energy is not the only interrupted commodity.
China's Exposure To The Persian Gulf
Deeper partnerships create deeper fault lines.