Mar 9, 20258 min readTrump's policies - slowdown first, then overheating riskAs Trump’s policy choices emerge we can start to make more sense of the consequences. The short-term effect – an economic slowdown –...
Nov 15, 20243 min readTrump policies - Beware the DIP!The US stock market has cheered Trump’s election, especially small and mid-cap stocks. But if he fully implements his policies the...
Sep 24, 20243 min readChina offers stimulus At Tricio we have been worried about the soft economic growth seen in China since the pandemic, with special attention paid to property...
Jul 31, 20244 min readInflation's gone. What's next?Well, nearly gone. Hopefully. Economists and investors tend to be focused on one big macro issue at a time. For a couple of years it was...