Monday Macro – a busy week looming, my asset allocation tables updated, and a key table on market valuations

Lots of tables this week. I update my asset allocation thoughts – avoiding the US hasn’t been a disaster. Plus, a great table on regional equity valuations, which explains my thinking.

The week ahead

A busy week looms – especially in the US, where a tsunami of macro-economic numbers are due, while here in the UK, the budget of course looms!

Focusing first on the US, some of the data will be a bit stale, but the various reports should indicate how Q3 ended for the economy. The most impactful releases this week are the Advance Durable Goo…