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Economics for Investment Q1 - What Landing?

Our flagship quarterly publication examines economic trends and the investment outlook. It uses our SOLVER model to assess the economic cycle and draw out investment implications (Stage of the cycle, Outlook, Leading Indicators, Valuations, Expectations and Risks). The Focus section looks at the prospects for US inflation and the country pages cover the US, China, UK, Euro Zone and Japan.

In our view, the most likely scenario for 2024 is a US 'soft landing' with inflation falling towards 2% and no recession. But there are other scenarios and we consider their market implications. For a sample copy please contact us on the email below.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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