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Notes from the Trading Desk - Franklin Templeton

Global equities traded weaker overall last week with much of the focus on the latest round of corporate earnings releases, which look good so far and were surprisingly positive. It was also a week where China widened its regulatory net on big technology companies, which weighed on market sentiment.

Notes from the Trading Desk - Franklin Templeton

Equity markets in the United States and Europe paused for breath last week as familiar themes dominated. US Federal Reserve (Fed) Chair Jerome Powell's testimony at Congress was in focus and concerns over the COVID-19 Delta variant remained front and centre.

Notes from the Trading Desk - Franklin Templeton

Even though we saw some selling pressure last week, it’s important to keep the moves in context. With earnings season looming large, some profit-taking in often-crowded positions is not too surprising. We expect market volatility around commentary to be a key theme in the second half of this year.

Investment Tips

Franklin Templeton Thoughts: Why UK Equities Now?

The United Kingdom is one that has seen a strong economic rebound, and its equity market has weathered the storm. But, with new uncertainties ahead—including the threat of inflation—is now a good time to invest in UK stocks?

Notes from the Trading Desk - Franklin Templeton

Global equities were mixed last week across the regions, reflecting unwinds and relative exposures to value versus growth. COVID-19 themes were evident as fears regarding the spread of the Delta variant hit investor sentiment given potential travel restrictions.

Notes from the Trading Desk - Franklin Templeton

The European economy is recovering fast from the COVID-19 recession. The relaxation in COVID-related restrictions has resulted in sharp growth in both services and manufacturing. The reflation trade appeared to be re-emerging.

Notes from the Trading Desk - Franklin Templeton

The primary focus for investors last week was the Fed meeting and the market impact thereafter. As expected, the Fed kept rates unchanged, but did give new guidance for their expected path of rate hikes (the 'dot plot') and revised their inflation expectations.

Notes from the Trading Desk - Franklin Templeton

Given the presence of some temporary factors driving inflation data, the markets are telling us investors are happy to run with the Federal Reserve's narrative that inflationary pressures are transitory. We see this view reflected across asset classes.

Notes from the Trading Desk - Franklin Templeton

Improving macro data and continuously dovish central banks have kept equity markets well supported. Given the push and pull, the market continues to react to specific headlines and announcements, rather than the reopening trade as a general theme.

Notes from the Trading Desk - Franklin Templeton

The debate around rising inflation and the potential impact on central bank policy has been the key driver for financial markets of late, and last week was no exception.

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