Markets Recon

Part of Franklin Templeton

Franklin Templeton

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The archive

Their research,
newest first.

Title Topics Published Actions
Quick Thoughts: The AI Selloff and Portfolio Implications
Global Macro Insights: October 2026
Quick Thoughts: Bluer Than Blue—Investment Implications
Europe's Resilience Re-Rate
AOR Update: The Big Picture Beats Politics
Emerging Markets Insights: Big Tech AI Spending
Take a deep dive into activity in the municipal bond market over the past week.
Where Investors Aren’t Looking
Flash Insights: Strong Growth, Emerging Cracks
Weekly Municipal Monitor
The Midterm Market Effect
The Intelligence Economy: Breaking Health Care’s “Iron Triangle”
Innovation Insights Quarterly: Q4 2026
Muni Monitor Weekly: Muni Rebounds
US Treasuries: A Market in Transition
Flash Insights: Resilient Growth, Sticky Inflation
The Fed Is Hiking Again: The Pace of Tightening Is Key
Hedge Fund Strategy Outlook: Fourth Quarter 2026
Central Bank Watch: Growth Holds—Inflation Bites
An update on our ESG scores: October 2026
Alternative Allocations: The Goldilocks Zone—Finding Value in Venture and Growth Secondaries
The Case for Global Income
Global Macro Insights: September 2026
The French Bond Blow Out
Quick Thoughts: Bond Market Blues—Real or Inflationary?

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