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). Our Focus article argues that US CPI inflation could fall to near zero in 2023 (headline) and near 2% (core) if energy and car prices fall back after their big rises this year. This will make the Fed's job judging the inflation outlook hard in 2023. Plus regional analysis covering the US, UK, China, Euro zone and Japan.
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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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