Our 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 argues that the US inventory cycle is turning and will likely help trigger a US recession soon, which we give a 75% probability now. Plus regional analysis covering the US, UK, China, Euro Zone and Japan. This publication is available for professional investor clients. Contact Tricio if you are interested in receiving a trial 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 falling price of Brent Crude oil. Fears of global recession and the need f
Rate hike expectations are shifting swiftly across the major FX rates as US bank wobbles and fears spread. This is making FX rates jumpy, and further choppy trading looks likely in the near term. Our
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 US bank wobbles and the risk of this spreading. We don't expect things to
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