Section
Bond Market
1858 posts
Bumps Ahead
Resilient growth meets renewed inflation pressures.
Canada's Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
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.
On My Mind: One Flew Over the Dove’s Nest
Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunities, based on capturing income and focusing on quality rather than counting on lower rates or tighter spreads.
The Fed Spoke Loud and Clear
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “Investors are never bearish at the top…
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
Yields Pushing Higher
by Craig Basinger, Chief Investment Strategist, Purpose Investments At an investor event in the Fall of 2001, while…
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
The Soupe Du Jour is U.S. Bonds Yields
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There is way too much unjustifiable pessimism…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
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.
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…