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Economics for Investment Q2 - Credit conditions tightening

Our flagship 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). The Focus article this time looks at the US labour market which is easing but still relatively tight. Plus regional analysis covering the US, China, UK, EZ and Japan. Contact Tricio if you are interested in receiving a copy.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t

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