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.
top of page
Search
Recent Posts
See AllOur round-up of what to expect in the coming week and the key events of last week. The focus will be on the PCE reading in the US this week, the Fed's favourite inflation measure. The Bank of Canada
Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the ECB meeting this week. They may not cut rates, but investors will be keenly watching for an
Currency markets are still being driven by central bank rate move expectations. The ECB meets next week, the Fed and BoJ at the end of July and the BoE on 1st August. We still look for the USD to retr
bottom of page