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 housing markets. They peaked in 2022 as we expected and European housing markets are still weak, but US house prices have already risen higher, while Australia and Canada are seeing rising prices too. Overall our view is that the US economy is likely to see a soft landing, rather than a recession, because profits are high, housing has already corrected, inventories are not excessive and balance sheets are strong. Please contact Tricio if you are interested in receiving a copy.
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See AllOur investment monthly for May 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column discusses gr
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 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
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