Economic Outlook Still Too Foggy for Big Portfolio Changes -- Market Talk

Dow Jones03-25

1209 ET - Markets were pricing too many interest rate cuts by the Fed and adjustments triggered by the war in the Middle East only corrected some of that, Franklin Templeton's Sonal Desai says. She had anticipated one cut this year, prior to the war, but now "we don't see the Fed being in a position to comfortably start a cutting cycle again." Desai says the duration of the war --and the energy supply disruption it has caused-- will determine whether or not to reshuffle investment positions. "What we have been focused on is remaining relatively high in quality and remaining...relatively on the shorter side." (paulo.trevisani@wsj.com; @ptrevisani)

(END) Dow Jones Newswires

March 24, 2026 12:09 ET (16:09 GMT)

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