In our latest Currency Matters publication we discuss expectations of the Fed lowering rates this week and in 2026. JPY weakness has been seen across the board over the last few months but the BoJ is expected to resume their rate hikes and may signal higher rate risk in this cycle. On the charts we expect the consolidation seen in the USD over the last few weeks to end, with a bout of USD selling favoured. If you would like to read our report, contact us at info@tricio-adviso

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 Fed meeting this week along with some other central bank decisions. Our weekly Spotlight shines on US bond yields and the yield curve. Our Review section looks at US and Eurozone economic data and the European bank sector. To read more please subscribe.