Tricio Monthly Insights - Tech hopes remain important

Our monthly Insights for July 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. The US war in Iran may be over, tumbling oil prices will be shifting inflation expectations (potentially) and rate expectations as well. Equity markets have come a very long way over the last few months, the last year and since the Covid lows. Pause that refreshes over the summer?

In our regular features, our ESG investment column looks at SpaceX. Investing for Yield looks at UK opportunities. Under the Bonnet discusses free float and SpaceX and Jargon Buster looks at UK fiscal rules.

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