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 an end to the US war in Iran and for critical trade routes to reopen. UK employment and inflation data is out, as are US retail sales. Central bank meetings loom in a few weeks, investors will be looking ahead. We shine our Spotlight on US banks which are expected to continue to do well. Our review section looks at the US war on Iran hea

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

Our latest Economics for Investment flagship publication provides clients with detailed economic and market information on the major economies - US, China, Eurozone, UK and Japan. The Iran war is dominating markets at the moment. If the just-agreed cease-fire leads to a settlement and energy prices recede, then the positive economic outlook reflected in stock markets in January/February could resume. However, a prolonged energy shock would slow economies sharply, potentially

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 US CPI and PCE out this week. We also mull over the US war in Iran as hopes for an early end to the conflict swing around. Our weekly Spotlight is on the UK 10-yr. gilt yield, which we favour lower. Our review section looks at the US war on Iran and market implications, recent economic data and the big swings in market sentiment as the US Presiden

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 the US employment report and other economic data out this week, and the ongoing US war in Iran. Our weekly Spotlight is on the US unemployment rate and what this may mean for the Fed. Our review section looks at the US war on Iran and market implications, recent economic data and the tumble in equities, rise in bond yields and concerns over privat

In our latest Currency Matters publication we discuss the effect of the US war on Iran on rate expectations and FX markets. We lean to the EUR/USD recovering lost ground and the JPY to firm, with Cable looking to find a floor. Much depends on how the war progresses of course, energy prices and interest rate moves and expectations. 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 upcoming events and the war in Iran which is driving market sentiment. Our weekly Spotlight is on the TOPIX. Our review section looks at the US war on Iran and market implications, recent economic data and key central bank decisions. We also look at the UK gilt market sell off. To read more please subscribe.

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

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

Our monthly Insights for March 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We expect near term uncertainty over the scope and duration of the US war on Iran to drive sharp market swings. In our regular features, our ESG investment column looks at emerging market exposure. Investing for Yield looks at emerging market income ideas. Under the Bonne t covers China's GDP trends and Jargon Buster looks at the USMCA tre

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 the US attack on Iran and possible fallout. Our weekly Spotlight is on World Consumer Staples! Our review section looks at US economic data, the changing US tariff regime, AI wobbles and flight to safety into US bonds. To read more please subscribe.

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 upcoming economic data and Fed speakers set to hit the wires. Our weekly Spotlight is on Bitcoin! Our review section looks at US and UK economic data, oil markets and the Supreme Court nullifying Trump's IEEPA tariffs. To read more please subscribe.

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 upcoming economic data and the potential US bond yields to rise. Our weekly Spotlight is on the European midcap sector which had a strong 2025. Our review section looks at mixed US economic data, UK GDP, Google tapping the bond market with a mix of tenors and FX, including a 100-yr. GBP tranche. We also look at the European defence sector. To read

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 the US employment report for January which is out this Wednesday (deja vu all over again!). CPI is out as well, and may shed light on price trends. Our weekly Spotlight is on European banks which had a stunning rally in 2025. Our review section looks at the AI inspired stock market turmoil, ECB and BoE rate decisions, RBA rate hike, UK gilt marke