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Tricio Monthly Insights - Focus on rate cut timing still

Our investment monthly for May 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column discusses green bonds and ETFs. Investing for Yield looks at bond ladders. Under the Bonnet looks at measuring wage growth and Jargon Buster discusses Doctor Copper. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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