Weekly Talking Points - Watching and waiting
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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Apr 121 min read
Weekly Talking Points - ECB meeting 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...
Apr 81 min read
Economics for Investment Q2 - Tariffs threaten recession
Our flagship publication, Economics for Investment is just released to clients. Amidst the market turmoil it uses our SOLVER model to...
Apr 51 min read
Weekly Talking Points - US inflation out 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...
Apr 11 min read
Tricio Monthly Insights - US 'Liberation Day' increases risk
Our investment monthly for April 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
Mar 291 min read
Weekly Talking Points - US 'Liberation Day' risk
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...
Mar 221 min read
Weekly Talking Points - UK inflation and US PCE 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 UK...
Mar 151 min read
Weekly Talking Points - Fed and other central bank meetings
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...
Mar 111 min read
Focus - Currency Matters March 2025
In our latest Currency Matters publication we updated our FX forecasts as our 3-month targets were met in the major FX rates - hurrah!...
Mar 81 min read
Weekly Talking Points - US CPI worth watching
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 CPI...
Mar 31 min read
Tricio Monthly Insights - Double, double, toil and trouble
Our investment monthly for March 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
Mar 11 min read
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...
Feb 221 min read
Weekly Talking Points - US 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 discuss the...
Feb 191 min read
Focus - Currency Matters February 2025
The FX market is twisting and turning on tariff news and speculation on what may happen next. We still expect the USD to lose ground...
Feb 151 min read
Weekly Talking Points - Focus on UK data 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 focus on key...
Feb 81 min read
Weekly Talking Points - US CPI 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 focus on US...
Feb 21 min read
Tricio Monthly Insights - Rise in equity market vol may build
Our investment monthly for February 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
Feb 11 min read
Weekly Talking Points - Bank of England 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 focus on the...
Jan 251 min read
Weekly Talking Points - Fed and ECB 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 focus on the...
Jan 211 min read
Focus - Currency Matters January 2025
The USD traded very strongly in the first few weeks of the New Year, continuing the trend seen over the last quarter. We expect a...
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