Focus - Currency Matters July 2026

1 day ago
1 min read

In our latest Currency Matters publication we discuss the effect of the resumed US war in Iran and potential central bank/rate and FX expectations.

The BoJ and RBNZ raised rates last month and Fed Chair Warsh talked tough at his first meeting as Chair. We suspect Warsh will be happy to let the market 'snug' rates higher for him rather than risk the wrath of US President Trump and actually raise rates any time soon though, which may undermine the USD over the coming months.

If you would like to read our report, contact us at info@tricio-advisors.com.

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