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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

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 .

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