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. The Bank of Canada meets this week and the focus is...
The Fed started their rate cut cycle with a bang, but US economic data remains strong which is whipping expectations of how far the Fed...
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 as...
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