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 regular Spotlight feature looks at the Phillips curve and central banks raising rates in order to increase the un
Our investment monthly for August provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss raising our asset allocation to German bun
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the Bank of England as they are set to raise rates. The weekly review section