Focus - Currency Matters July 2025
In our latest Currency Matters publication we revised our forecasts again as our targets continue to be met. US tariff uncertainty...
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Economics for Investment Q3 - Markets rise despite policy worries
Our flagship publication is just released to clients. We cover the economic and investment outlook for the US, China, UK, Euro zone and...
Weekly Talking Points - Waiting for US tariff deadline
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...
Tricio Monthly Insights - Pricing out of risk
Our investment monthly for July 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets....
Weekly Talking Points - US employment report key this week
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...
Focus - Oil prices peak, airlines worth watching...
In our latest Focus we look at the potential peak in oil prices as market sentiment embraces the prospect of the Israel/Iran/US conflict...
Weekly Talking Points - US PCE, geopolitics key this week
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 Middle...
Focus - Oil price bounce is key...
In our latest Focus we look at the bounce in oil prices after Middle East tensions flared up again. There is a risk that if events...
Weekly Talking Points - Fed and BoE key this week
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 Middle...
Focus - Currency Matters June 2025
In our latest Currency Matters publication we expect USD weakness to extend further in this cycle. Key rate decisions from the Fed and...
Weekly Talking Points - US inflation watch this week
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 US...
Tricio Monthly Insights - Riding out the chaos
Our investment monthly for June 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets....
Weekly Talking Points - ECB meeting and US jobs key
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...
Weekly Talking Points - US tariffs, PCE key this week
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...
Focus - Currency Matters May 2025
In our latest Currency Matters publication we look at the consolidation in the USD seen over the last few weeks. Further USD weakness is...
Weekly Talking Points - UK inflation key this week
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...
Weekly Talking Points - Watching US CPI this week
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 US...
Tricio Monthly Insights - US economic policy shock
Our investment monthly for May 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets....
Weekly Talking Points - Fed and BoE key this week
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...
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