In our latest Currency Matters publication we look at recent Fed, ECB, BoE and BoJ action. The strong USD is expected to correct over the coming weeks. The USD gains are at a key area vs. the EUR, while Cable is starting to swing higher. Watching USD/JPY for a long-term reversal to be confirmed. If you would like to read our report, contact us at info@tricio-advisors.com.

In our latest Focus we look at the Philadelphia Semiconductor Sector Index and some key member shares. The correction seen over the last few months may have room to extend. If you would like to read our report, contact us at info@tricio-advisors.com.

Our monthly Insights for November 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. AI-related company shares, key sectors and indices corrections could extend, but is this a bubble? We publish John Calverley's latest bubble list to offer insight into this question. In our regular features, our ESG investment column discusses rising Green bond yields, Investing for Yield looks at fallen angels again. Under the Bonnet ex

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 upcoming US midterm election, US jobs for October and the BoE meeting. In our Spotlight section we look at US nonfarm payrolls and ponder what soft jobs growth might imply. Our review section looks at key central bank meetings, strong US Q3 GDP, high PCE inflation readings, AI-related company wobbles as investors get nervous, rising oil prices

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 upcoming Fed meeting and possible outcomes. In our Spotlight section we look at the global health care sector Our review section looks at recent economic data and events. To read more please subscribe.

In our latest Focus we look at gold prices and pullbacks in the S&P 500 index since the 1987 'crash'. Does gold provide a hedge? 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 look at UK economic data due this week and market events. In our Spotlight section we look at airlines and the travel sector. Our review section looks at the AI-related companies corrective pullback, SOX sector tumble along with US inflation readings and other data and events. To read more please subscribe.

In our latest Currency Matters publication we discuss the strong USD and our view that it will lose ground. Key central bank meetings are lining up for the coming weeks and could swing FX rates around. The USD is at key levels vs. the EUR, AUD and other rates, while the EUR/JPY fall has approached our targets - but for the wrong reasons! 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 look at the upcoming US CPI for September release and other events. In our Spotlight section we look at why the US CPI reading will be important for rate hike bets this week. Our review section looks at the US debt auctions, AI-related companies debt issuance news, economic data and the effect of higher bond yields on key US indices and sectors. To read mo

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

Our monthly Insights for October 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. Rising nominal and real bond yields continued to dominate market concerns, top of the range or further upswings ahead? In our regular features, our ESG investment column takes another look at Circularity funds. Investing for Yield looks at inflation-linked bond funds. Under the Bonnet discusses autocall ETFs (pt.2) and Jargon Buster looks

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 key US economic data this week as PCE and jobs could help, or hamper, Fed rate hike expectations. In our Spotlight section we look at how higher oil prices are driving US bond yields higher. Our review section looks at the extension of the US/China trade deal, SNB rate decision, higher bond yields and how AI related bond yields are soaring. 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 upcoming UN General Assembly meeting where US President Trump will meet PM Burnham. Trump is also expected to meet Chinese President Xi this week. There is a chance that some progress on a cease-fire in the US war in Iran could be seen as regional officials will be attending the UN meeting as well. The SNB meets and some US housing data is out

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 upcoming Fed meeting and the tough decision for Fed Chair Warsh. In our Spotlight section we look at rising US bond yields. Our review section looks at the ECB rate hike, economic data from China, US and UK and rising energy prices. To read more please subscribe.

In our latest Currency Matters publication we discuss the bind that the Fed is in and why the USD may be the 'fall guy'. This could set the stage for further EUR and GBP gains vs. the USD. The ECB and BoJ are expected to raise rates at their meetings this month. The ECB may signal a 'watch and wait' approach to future meetings, the BoJ is expected to take a more hawkish stance. JPY strength has resumed and may be turning the medium and long-term weak trend vs. the USD and oth

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 upcoming ECB rate decision and US CPI data. We shine our Spotlight on the world energy sector. Our review section looks at the strong US employment report for August and other economic data. We look at bond yields again and the potential changes in Norway's sovereign wealth fund. To read more please subscribe.

Our monthly Insights for September 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. Rising bond yields are a market concern, which we discuss in a few of our columns and our asset allocation summary. In our regular features, our ESG investment column looks at Clean energy solutions. Investing for Yield looks at long-dated bonds. Under the Bonnet discusses autocall ETFs and Jargon Buster looks at framework guidance. To r

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 upcoming US employment report for August out on Friday. We shine our Spotlight on the outperformance of the MSCI US Value Index over the Growth index this year. Our review section looks at the Jackson Hole speech by Fed Chair Warsh, recent economic data, mounting tariffs between the US and Canada and NVDA results. To read more please subscribe