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Tricio Monthly Insights - Central bank rate hikes and then...

Our investment monthly for February 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we changed our asset allocation weights to Eurozone shares, UK linkers, cash and our view on GBP/USD holdings. In our regular features, we look forward to 2023 in our ESG investments column. Investing for Yield looks at Eurozone bonds and sovereign as well as corporate bond fund ETF ideas. Under the Bonnet looks at US S&P 500 earnings, while Jargon Buster explains 'golden' and 'dead' moving average crosses. To receive this and other publications please subscribe to Tricio Insights.

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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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