We have just published our flagship quarterly for Q4, looking at the outlook for economies and markets. It covers the US, China, UK, Euro zone and Japan and is available to clients. For a complimentary sample copy please email info@tricio-advisors.com We focus on the rise in bond yields in recent months and argue that, in the US, it reflects the strength of the economy, combined with hefty issuance from the government and from hyper-scalars. Bond yields have risen elsewhere t

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 look at some US economic data out this week and focus on bond yields again with the 10 and 30-yr. US debt auctions. In our Spotlight section we look at US 2 and 10-yr. note yields which are at critical chart levels. Our review section looks at the strong US growth data, still high inflation readings and soft jobs data. The Fed has a problem. We also discus