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Weekly Talking Points - Central banks step up to bat... - 16 March 2026

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 all of the key central bank meetings to look forward to this week, along with economic data. The US war in Iran will keep markets and sentiment swinging around as well. Our weekly Spotlight is on the world financials sector, more dips ahead? Our review section looks at the US war on Iran and market implications, recent economic data as US CPI and

It’s the economy, stupid

At Tricio we focus on economic cycles, market structures and investor behaviour in order to help clients navigate markets with a medium to long-term investment outlook. Global markets are being roiled by the US (and Israel) attack on Iran. The vast majority of the conflict and casualties have been in Iran, but Iran has spread the war to its neighbours and of course, the Strait of Hormuz. US President Trump won’t be happy with stock market reactions to his war this week if sha

Weekly Talking Points - US inflation, war headlines key... - 09 March 2026

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 upcoming economic data with the focus on US inflation (CPI, PCE). War headlines will drive sentiment again though, keep an eye on oil prices as we highlight in our recent podcast and blog. Our weekly Spotlight is on the world materials sector. Our review section looks at the US war on Iran and market implications, recent economic data and the lowe

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