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The Long-term StrategistAre annuities a good retirement investment?
We diseussed last month how the move from defined-benefit to defined-contribution pension saving shifted market and longevity risk to workers,who have become quite coneerned they may outlive their savings.But not all is lost as workers can buy lifetime
海外研报
2024年07月30日
The Pulse of the Market Monitoring Earnings, The Rotation Trade, and The Pullback
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, earnings season has been fine so far, and what we’ve read has
海外研报
2024年07月30日
European Contextual Diary The Week Ahead
Anheuser-Busch InBev (Buy, PT €72) to report H1 2024 Results on 1 AugustWe forecast +2.9% Q2 organic revenue (-0.6% volume and +3.5% price/mix) vs Visible
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2024年07月30日
US Daily: Some Encouraging News on Shelter Inflation (Walker)
The latest release of the Bureau of Labor Statistics’ (BLS) All Tenant RegressedRent (ATR) Index showed -1.1% annualized rent growth for Q2. Because the ATR
海外研报
2024年07月30日
US Treasury August QRA preview
We expect the Treasury to keep coupon auction sizes stable at the August quarterly refunding announcement (QRA) on 31 July. The refunding coupon sizes
海外研报
2024年07月30日
US Pulse: Fed may open the door to a rate cut
At the July FOMC meeting we anticipate the committee will acknowledge the recent improvement in inflation and open the door to rate cuts if recent trends
海外研报
2024年07月30日
