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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Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the FTSE 250. The index usually rises the year after a negative return year, b
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at NVIDIA and the NASDAQ 100 as chips are seemingly in play for the AI dream. Our
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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