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.
top of page
+44 (0)20 3855 5830
Search
Recent Posts
See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers as the market is rewarding some, and punishing others. Will this
bottom of page