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Economics for Investment - Inflation Shock will Slow World Growth

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 is called Demography, Inflation and Interest Rates, and is a review of the book The Great Demographic Reversal by Goodheart and Pradhan. Plus 10 pages of regional analysis covering the US, UK Euro zone, China and Japan.

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Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain

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