Franklin Templeton market views, organized for advisors.

The US economy remains on solid footing, supported by a strengthening labor market and resilient consumer spending.

Despite global uncertainties, key economic indicators suggest continued expansion, with a modest increase in recession risk to 20%.

In the third quarter of 2026, fixed-income markets are experiencing a dynamic interplay of robust economic growth, persistent inflation, and central bank hawkishness, all amplified by significant AI infrastructure investment.

While inflation shows signs of moderating, resilient consumer spending and...

The evolving landscape of retirement necessitates a reevaluation of traditional investment strategies.

With longer lifespans and persistent inflation, portfolios must now balance asset accumulation with sustainable income generation.

The fixed income landscape is shifting, presenting compelling opportunities as bond valuations become more attractive.

Investors should consider extending duration, particularly as 10-year Treasury yields approach higher ranges, signaling a potentially more favorable risk-reward profile.

The US Treasury and Japan intervened to strengthen the yen, a move that highlights a shifting dynamic in global finance.

For years, Japan's low rates made the yen a cheap funding currency for global investors, encouraging Japanese institutions to buy...