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Focus - Currency Matters May 2023

Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gaining against core currencies at the moment, but a bear trend is expected to reassert itself over the rest of 2023. The JPY remains in focus as EUR/JPY balked at the Y150 probe, but sustained breaks higher would open up Y160/Y170 risk and likely lift USD/JPY back through Y140 for Y150 levels. We lean to a stronger JPY instead, but these are big levels in play.

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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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