Market Volatility

Franklin Templeton Institute’s Stephen Dover explores the ripple effects of the closure of the Strait of Hormuz.

Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the oil shock’s impact on growth, inflation and financial markets.

On this month’s Talking Markets podcast, our host, John Przygocki, sits down with ClearBridge Investments’ Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.

In the latest Alternative Allocations, Tony Davidow outlines the short-and long-term implications on private markets from the current Middle East conflict.

Western Asset: The reported succession of Mojtaba Khamenei as Iran's supreme leader amid escalating regional conflict, unclear US objectives and widespread misinformation is heightening uncertainty and risks for both geopolitical stability and global financial markets.

Templeton Global Macro’s Michael Hasenstab believes that despite uncertainty, global growth still looks quite resilient, though that might be tested if the current Middle East conflict becomes significantly protracted or broadens.