Economics for Investment - Inflation Clouds 2022 Outlook

Our quarterly publication looks at economic trends and long-term asset allocation themes. We assess the prospects for markets using our SOLVER model (Stage of the cycle, Outlook, Leading Indicators, Valuations, Expectations and Risks). Our regular Focus article examines the performance of bonds and stocks in previous Fed and Bank of England tightening periods, concluding that stocks normally keep rising or move sideways (rarely down) while bond yields usually rise. Plus 10 pages of regional analysis covering the US, UK, China, Euro zone and Japan.

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Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at some US retailers. The weekly review section looks at big falls in key US stoc

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at rising US bond yields. The weekly review section looks at the RBA, Fed and BoE