Skip to main content

We have our doubts about the soft-landing rally

Despite some better news recently, we still think that advanced economies face a tough couple of quarters, an outturn which does not seem to be fully discounted in financial markets. With this in mind, our view remains that risky assets in general will falter over the coming months and that the US dollar will recoup some of its recent losses, even as long-dated government bonds make small further gains.

In view of the wider interest we are also sending this Asset Allocation Update to clients of our Global Markets and FX Markets services. 

Become a client to read more

This is premium content that requires an active Capital Economics subscription to view.

Already have an account?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to gain:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services

Get access