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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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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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