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 UK jobs and GDP out this week. Our weekly Spotlight discusses the US SOX index as we look at computer chip makers - brace for a -20% mean reversion? Our Review section looks at UK Chancellor Reeves and the pre-Budget speech, the BoE steady rate decision and US ISM PMI data. To read more please subscribe.

In our latest Currency Matters publication we discuss the hawkish Fed rate cut and our view that this will provide limited USD support. On the charts we expect USD sellers to step up near current levels, with the EUR expected to push back to $1.18 and higher. USD/JPY and Cable are both testing big levels, see if USD sellers step up here as well. If you would like to read our report, contact us at info@tricio-advisors.com .