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 the US inventory cycle is turning and will likely help trigger a US recession soon, which we give a 75% probability now. Plus regional analysis covering the US, UK, China, 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. Economic data from the US will be hot and heavy this...
US 10-yr. note yields have climbed above 4.20% recently as better than expected US economic data has shifted Fed rate cut expectations....
Our 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...
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