In our latest Currency Matters publication we discuss the ongoing US war on Iran and effects on central bank expectations - and FX rates. Our view that the EUR/USD and other FX rates would bounce back vs. the USD is gaining traction. The JPY remains on a back foot, with EUR/JPY and other cross rates breaking higher. We expect the JPY to find buyers though. If you would like to read our report, contact us at info@tricio-advisors.com .

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we discuss hopes for the ceasefire in the US-Iran war and a peace deal. Economic data from the US, UK and China is out as well. Our weekly Spotlight is on China's CSI 300 which has done well under the 2nd Trump regime, further gains are expected. Our review section looks at the US war on Iran ceasefire agreement and market reaction. We also look at US econom