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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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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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