Our flagship quarterly publication examines current 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 whether a full US recession is likely or only a 'rolling recession', with growth continuing as different sectors take turns to be weak. We conclude that there is a 70% likelihood of a full US recession starting within the next 9 months. Plus regional analysis covering China, the UK, the Euro zone and Japan. Please contact Tricio if you are interested in receiving a copy.
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See AllOur round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the US 10-yr. note and how buyers are stepping into the market again. Our Rev
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the lofty S&P 500 and the long-term bull trend. Our Review section looks at U
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the upcoming BoJ meeting and the TOPIX. Our Review section looks at geopoliti
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