Group 1 - The Federal Reserve's pause in the interest-rate cutting cycle is expected to flatten the U.S. Treasury yield curve and increase the value of the U.S. dollar, according to Franklin Templeton Institute [1] - This flattening of the yield curve and strengthening of the dollar could limit the broadening investment opportunities that Franklin Templeton anticipates [2] - Upside surprises in U.S. growth or inflation could significantly change the outlook for capital markets, with higher inflation potentially leading to weaknesses in both stock and bond markets [2]