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Focus - Currency Matters March 2024

Central banks are expected to start to move on rates over the coming quarters which should shift FX spot rates around. We still expect the JPY to firm this year, with the Y150/Y152 zone key to hold vs. the USD to keep the focus on a pullback to Y140 and lower. Cable is starting to break higher, see if this momentum can build! If you would like to read our report, contact us at

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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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