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 AllThe Fed is expected to begin their rate cut cycle on 18th September, adding to bear USD pressures. Much depends on other central bank...
Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US CPI and the ECB meeting this...
Our investment monthly for September 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
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