Templeton Global Macro Insights

In August, the US dollar weakened modestly, sovereign bond yields generally rose, and emerging market hard-currency bonds gained. Inflation remained elevated but mixed across countries, while central ...

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters...

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

Looking ahead to the first quarter of 2026, Templeton Global Macro CIO Michael Hasenstab believes there are several sources of potential economic policy concern in major economies. Find out more.

In this latest Global Macro Shifts, emerging markets face challenges in a reshuffling of global trade, but many still benefit from years of structural reforms. Templeton Global Macro evaluates the out...

What does the global interest-rate cycle mean for the US dollar? Templeton Global Macro shares its 2025 outlook.

Shifting dynamics and the impact on the yen. Unlike other developed markets expected to slow in 2024, Japan may be entering a new period of sustainable growth, according to Templeton Global Macro.

In this Global Macro Shifts, the Templeton Global Macro team believes Japan could be entering a new decade of sustainable growth and inflation in which a virtuous reflationary cycle is taking hold.