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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See AllOur round-up of what to expect in the coming week and the key events of last week. We discuss how the US employment data for November,...
Our round-up of what to expect in the coming week and the key events of last week. US and EU data will be key this week. The Fed will be...
Our round-up of what to expect in the coming week and the key events of last week. UK inflation readings are front and centre this week,...
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