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Focus - Currency Matters April 2023

Central bank activity and perhaps more important, signalling, are in focus over the next few weeks. The BoJ, RBA, Fed, ECB and BoE are all lined up... Our view for 2023 remains the same as we look for choppy USD losses that should see the EUR/USD push towards $1.20 and the JPY firm through Y125. Cable is expected to break towards $1.30 and higher as well.

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Focus - Currency Matters June 2024

Currency markets are digesting the ECB rate cut and the Fed standing pat in June. The French snap election is knocking the EUR a bit, while the BoJ is going to provide some bond buying reduction plans

Weekly Talking Points - BoE gets a pass

Our round-up of what to expect in the coming week and the key events of last week. The BoE, RBA and SNB decide on rates this week, with UK inflation and US retail sales data worth watching. Our regul

Tricio Monthly Insights - Summer time sun?

Our investment monthly for June 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at th

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