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Economics for Investment - Slowing into recession

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 US inflation should come down soon, due to an expected recession, but only gradually back to 2%, leaving the Fed on pause rather than cutting soon. Plus regional analysis covering the US, China, UK, 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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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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