Jun 121 min read
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...
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Jun 71 min read
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...
Jun 31 min read
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....
May 311 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...
May 241 min read
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...
May 211 min read
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...
May 171 min read
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...
May 101 min read
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...
May 61 min read
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....
May 31 min read
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...
Apr 261 min read
Weekly Talking Points - US jobs and 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 some...
Apr 181 min read
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...
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!...
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