Potential impact on U.S. pension funded status of 10-year Treasury yields going to 0%
It suggest we need to be creative about how we cobble together diverse and sustainable income streams for our clients.
Daily comprehensive market and economic trends through clear and compelling charts.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
The key, is to focus on high conviction ideas that are supported by structural tailwinds. However, many of these investments are tied to the technology sector.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Start the week off right with this one-page snapshot of headlines and market performance.
Multi-asset investors should care about trade policy escalations to the extent that they generate spillovers and other non-linear economic effects.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.