Oct 11, 20251 min read
Weekly Talking Points - Watching Trump tariffs again
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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Oct 7, 20251 min read
Focus - Currency Matters October 2025
In our latest Currency Matters publication we discuss Fed rate cuts and the potential for the USD to soften further in this cycle. The...
Oct 6, 20251 min read
Economics for Investment Q4 - Savings rates are key to growth
Our latest Economics for Investment provides clients with detailed economic and market information on the major economies - US, China,...
Oct 4, 20251 min read
Weekly Talking Points - US shutdown watch
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...
Oct 1, 20251 min read
Tricio Monthly Insights - Laggards catching up?
Our monthly Insights for October 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
Sep 27, 20251 min read
Weekly Talking Points - US jobs and government shutdown 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 US...
Sep 20, 20251 min read
Weekly Talking Points - US PCE, SNB meeting
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 PCE...
Sep 13, 20251 min read
Weekly Talking Points - Fed, BoE, BoC and BoJ 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 discuss the...
Sep 6, 20251 min read
Weekly Talking Points - ECB meeting and US inflation on deck
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...
Sep 3, 20251 min read
Focus - Currency Matters September 2025
In our latest Currency Matters publication we look for the USD to resume the bear trend vs. most of the major FX rates. There are a lot...
Aug 31, 20251 min read
Tricio Monthly Insights - Climbing a wall of worry
Our monthly Insights for September 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
Aug 30, 20251 min read
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 US...
Aug 23, 20251 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 US...
Aug 16, 20251 min read
Weekly Talking Points - Jackson Hole meeting 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 the...
Aug 9, 20251 min read
Weekly Talking Points - US inflation and retail sales watch
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...
Aug 5, 20251 min read
Focus - Currency Matters August 2025
In our latest Currency Matters publication we continue to expect the USD to weaken after the last few weeks of consolidation. The softer...
Aug 3, 20251 min read
Tricio Monthly Insights - Actions have consequences
Our monthly Insights for August 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets....
Aug 2, 20251 min read
Weekly Talking Points - Bank of England on deck
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...
Jul 26, 20251 min read
Weekly Talking Points - US Fed and economic data watch
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...
Jul 19, 20251 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 discuss the...
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