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. Our regular Spotlight feature looks at the upcoming BoJ meeting and the TOPIX. Our Review section looks at geopoliti
The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE 100 - low valuations argue for investor attention, as does the attra
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