Feb 212 min read
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Feb 211 min read
Feb 211 min read
Weekly Talking Points - US PPI and central bank speakers - 23 February 2026
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.
Feb 141 min read
Weekly Talking Points - UK employment and inflation key - 16 February 2026
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
Feb 71 min read
Weekly Talking Points - US CPI and jobs this week - 09 February 2026
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
Feb 42 min read
Feb 31 min read
Focus - Currency Matters February 2026
In our latest Currency Matters publication we discuss the soft JPY, super strong CHF and Fed Chair nominee Warsh. We look for the USD to ease further this year, and raised our Cable outlook for $1.50! If you would like to read our report, contact us at info@tricio-advisors.com .
Feb 11 min read
Tricio Monthly Insights - Late cycle rollercoaster ride
Our monthly Insights for February 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at 'Changing winds in clean energy'. Investing for Yield looks at Japanese bonds. Under the Bonne t covers why 'We all love Alpha' and Jargon Buster looks at what a deflationary boom is. To receive this and other publications please subscribe to Tricio Insights.
Feb 12 min read
Jan 311 min read
Weekly Talking Points - US jobs report key this week - 02 February 2026
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 due Friday. Will economists continue to ignore the slump in nonfarm payrolls as being part and parcel of the 'no fire, no hire' economy? Our weekly Spotlight is on Cable. Could there be a break h higher building to reclaim $1.5? Our review section looks at the Fed meeting, Trump's Fed Chair nomination, MSFT mel
Jan 253 min read
Jan 241 min read
Weekly Talking Points - Fed meeting in focus - 26 January 2026
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 upcoming Fed meeting and what may happen this year. Too early to talk about rate hike risk? Our weekly Spotlight is put on the US 10-yr. note yield, upside risk is building. Our review section looks at geopolitical events, economic data and Japanese bond yields still climbing. Our 3% target for the 10-yr. bond yield is not looking so extreme a
Jan 171 min read
Weekly Talking Points - Plenty of data and BoJ meeting - 19 January 2026
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 ahead to more 'catch-up' US economic data, along with numbers from the UK, China and Japan. The BoJ meets as well, see if they join the MoF in protesting the soft JPY? Our weekly Spotlight shines on the CRB index - will high prices cure high prices? Our review section looks at US and other economic data, equity indices making new all-time highs, gilt
Jan 163 min read
Jan 111 min read
Economics for Investment Q1 - The AI Economy
Our latest Economics for Investment flagship publication provides clients with detailed economic and market information on the major economies - US, China, Euro zone, UK and Japan. The Focus section looks at recent productivity trends. AI is dominating the outlook at the moment, driving growth in the US economy via the data centre build-out and through wealthy Americans spending their stock market gains. The US is likely to grow strongly again in 2026 due to AI, with attenda
Jan 101 min read
Weekly Talking Points - US inflation in focus - 12 January 2026
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 inflation data out this week and what this may mean for the Fed. Our weekly Spotlight shines on the US Consumer Staples sector. Our review section looks at the US employment report and Eurozone inflation data. The FTSE 100 made new all-time highs (along with other indices) while US Pres. Trump starts the year with startling policy moves and thr
Jan 93 min read
Jan 81 min read
Focus - Currency Matters January 2026
In our latest Currency Matters publication we discuss expectations of central bank rate moves this year. We look for the USD to ease further this year, with the focus on the JPY as we continue to look for the USD to trend towards Y140. If you would like to read our report, contact us at info@tricio-advisors.com .
Jan 81 min read
Central bank calendar 2026
Tricio's Central bank calendar for 2026 covers the major central bank key meeting dates and our general policy expectations. If you would like to read our report, contact us at info@tricio-advisors.com .
Jan 31 min read
Tricio Monthly Insights - New Year optimism
Our monthly Insights for January 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at the 3 R's for 2026. Investing for Yield looks at 'Picks and Shovels' of the AI gold rush. Under the Bonne t discusses timing sentiment shifts and Jargon Buster looks at China's 'anti-involution' policy. To receive this and other publications please subscribe to Tricio Insights.
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