Global Macro Shifts

WHAT IS GLOBAL MACRO SHIFTS

Global Macro Shifts is a research-based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Macro.

LATEST EDITION

The Fed’s Long Unwinding Road

Quantitative easing (QE) by the US Federal Reserve (Fed) has played an influential role in global financial markets over the past decade. In September this year, the Fed confirmed plans to begin unwinding its QE holdings in October. Yet asset prices have generally been unaffected by the news, reflecting a sense of complacency. Templeton Global Macro believes risks and challenges are ahead on the Fed’s road to policy normalization, with three factors that have potential to push bond yields higher than market expectations.

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MEET THE TEAM

Global Macro Shifts is a research-based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Macro. Dr. Hasenstab and his team manage Templeton’s global bond strategies, including unconstrained fixed income, currency and global macro. This economic team, trained in some of the leading universities in the world, integrates global macroeconomic analysis with in-depth country research to help identify long-term imbalances that translate to investment opportunities.

Michael Hasenstab, Ph.D.

Michael Hasenstab, Ph.D.

  • Executive Vice President, Portfolio Manager, Chief Investment Officer
  • Templeton Global Macro
Sonal Desai, Ph.D.

Sonal Desai, Ph.D.

  • Senior Vice President, Portfolio Manager, Director of Research
  • Templeton Global Macro
Hyung C. Shin, Ph.D.

Hyung C. Shin, Ph.D.

  • Vice President, Senior Global Macro Research Analyst
  • Templeton Global Macro
Attila Korpos, Ph.D.

Attila Korpos, Ph.D.

  • Research Analyst
  • Templeton Global Macro
Calvin Ho, Ph.D.

Calvin Ho, Ph.D.

  • Vice President, Senior Global Macro Research Analyst
  • Templeton Global Macro
Diego Valderrama, Ph.D.

Diego Valderrama, Ph.D.

  • Senior Global Macro & Research Analyst
  • Templeton Global Macro
Kang Tan, Ph.D.

Kang Tan, Ph.D.

  • Senior Global Macro & Research Analyst
  • Templeton Global Macro