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Tricio Monthly Insights - Volatility may rise

Our monthly Insights for November 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at clean energy revival. Investing for Yield looks at dividends as a buffer. Under the Bonne t discusses lending to shadow banks and Jargon Buster looks at contango and backwardation. To receive this and other publications please subscribe to Tricio Insights.

Weekly Talking Points - Waiting for BoE, US ISM data - 03 November 2025

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 the Bank of England meeting and US ISM data. Our weekly Spotlight discusses the US non-manufacturing ISM series and signs of potential weakness in sentiment. Our Review section looks at the Fed's hawkish rate cut, Trump/Xi trade talks, ECB and BoJ keeping rates steady, Bank of Canada lowering rates and key market activity. To read more pleas

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