Focus - Currency Matters September 2026

Sep 8

1 min read

In our latest Currency Matters publication we discuss the bind that the Fed is in and why the USD may be the 'fall guy'. This could set the stage for further EUR and GBP gains vs. the USD.

The ECB and BoJ are expected to raise rates at their meetings this month. The ECB may signal a 'watch and wait' approach to future meetings, the BoJ is expected to take a more hawkish stance.

JPY strength has resumed and may be turning the medium and long-term weak trend vs. the USD and other currencies.

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

Recent Posts

See All

Q4 Economics for Investment - The great bond re-set

We have just published our flagship quarterly for Q4, looking at the outlook for economies and markets. It covers the US, China, UK, Euro zone and Japan and is available to clients. For a complimentar

Weekly Talking Points - Watching bond yields again - 05 October 2026

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 look at some US economic data out this week and focus on bond yields again wit

Tricio Monthly Insights - October surprise?

Our monthly Insights for October 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. Rising nominal and real bond yields continued to dominate mar

Comments