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Midyear Commodity Outlook: Better for Commodities than Consumers
Published on July 10, 2025
We expect tariff policy to remain a key part of the narrative pushed by the administration.
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Emerging Markets Insights: Seeking Clarity on Tariffs
July 10, 2025
In this month’s issue, Franklin Templeton Emerging Markets Equity explains how markets in many regions are weathering US policy uncertainty and offers an upbeat assessment of Vietnam after a recent research visit.
At the Midway Point: Returning to the Fundamentals
July 10, 2025
Liberation Day seems like a lifetime ago. But the 90-day pause is almost over, and—thus far—there are few deals that have been consummated.