Section
Bond Market
1849 posts
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
On My Mind: Rearranging the Debt Chairs
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal deficit.
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.
Making Sense of Bewildering Bonds
Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.
Today’s UST Yields: “This is not the new normal, it's just normal.”
While Wall Street fixates on whether the Federal Reserve cuts in September, Shelton Capital Management's Gary Stringer is…
When Rates Begin to Bite
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Summary In this article, Russ Koesterich explains how strong fundamentals…
CIO Perspective: AI, the Fed and Market Opportunities
by Rick Rieder, Senior Managing Director, CIO, Global Fixed Income, BlackRock Are there more stars in the sky…
Forty Trillion Reasons the Fed and Treasury Are at Odds
On Investing, the weekly markets podcast from Charles Schwab hosted by Chief Investment Strategist Liz Ann Sonders and…
Hubert Marleau: A Critical Week
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “Thirty years ago, the then Fed Chairman Alan Greenspan…
The Long End Has a Problem
US Treasuries are selling off, the Fed is stranded, and the market is searching for a new equilibrium.
Don’t let debt fears derail market perspective
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways The $40…
Rising yields may create opportunity rather than signal a bond market crisis
by Larry Adam, CIO, Raymond James Key takeaways: Warsh has an opportunity to provide greater clarity at Jackson…
Chris Galipeau: Operation Twist
by Chris Galipeau, Head Market Strategist, Franklin Templeton Institute Macro Our real gross domestic product (GDP) forecast for…
When Policymakers Blink, Markets Remember
In a candid and structurally wide-ranging note published August 24, 2026, Nohshad Shah of Citadel Securities examines three…
Normal Interest Rates: What The Debt Panic Gets Wrong
by Lance Roberts, RIA A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years…
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…