Tricio Monthly Insights - Punch bowl removal begins

Our investment monthly for November provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we look at new all-time highs in the S&P 500, GBP and the strength that it has exhibited so far this year, and the upswing in the CRB commodity futures index. The underperformance of the MSCI China index and pullback in Brazilian shares is discussed in our emerging markets section. In our regular features - ESG looks at the UK's NS&I 3-yr. green bond, Investing for Yield looks at dividend paying equities, Under the Bonnet examines different ways to measure inflation, Jargon Buster explains stagflation. To receive this and other publications regularly, please subscribe to Tricio Insights.

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Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at some US retailers. The weekly review section looks at big falls in key US stoc

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at rising US bond yields. The weekly review section looks at the RBA, Fed and BoE