Tricio's Chief Economist, John Calverley, speaks about his outlook for the UK economy and the implications for the Bank of England. Rate cut in the summer and more before the end of the year?

Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about the 'hot' CPI reading seen in the US this week and what this means for our Fed outlook.

This podcast is our 14 March 2024 webinar which we hope that many of you enjoyed. For those that couldn't make it, John Calverley, Tricio's Chief Economist, and Gerry Celaya, Tricio's Chief Strategist, discuss elections, rate moves and FX outlooks.

Tricio's Chief Economist, John Calverley, discusses with Gerry Celaya, Tricio's Chief Strategist, how the current bout of USD strength may not persist in 2024. We look at the EUR/USD. USD/JPY, GBP/USD, USD/CNY and even the TRY!

Tricio's Head of Investment Solutions, James Chu, has a fascinating chat with Steven Goldin, a founding partner of Parala Capital. They discuss the benefits and potential pitfalls of portfolio theory and asset allocation along with the difference between beta and alpha and some of the things to look out for in fund manager selection.

Tricio's Chief Economist, John Calverley, talks central banks, economic activity and inflation with Gerry Celaya, Tricio's Chief Strategist as we look forward to 2024! We also talk about previous 'Goldilocks' scenarios in US Fed history and wonder if 2024 will be a very volatile year for FX markets!

Tricio's Chief Economist, John Calverley, discusses the outlook for the US, Eurozone, UK, Japanese and Chinese economies. Rate differentials have been a driver for FX moves in 2023 and are likely to be key in 2024. Will our weaker USD outlook vs. the major FX rates work in 2024?

In this podcast John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about US bond yields. We discuss why they shot higher in late summer trading, and why we think bond yields may be near their peak for this cycle. 6% or 4% in the US 10-yr. note yield next quarter?

In this podcast John Calverley, Tricio's Chief Economist, discusses our Focus report that reviews key themes and our calls from 2020-2023. We did really well in some markets, ok in others, and could improve on a couple!

You can read our report at https://808b5dca-ad61-4b76-be81-433fb036dc35.usrfiles.com/ugd/825b1d_652ac225618941e884a5e477961c2540.pdf

Tricio's Chief Economist, John Calverley, discusses the Fed and currencies with Gerry Celaya, Tricio's Chief Strategist. A busy central bank calendar looms from mid-August to late September, what will this mean for the USD? China slowdown risk is a factor as well, and the Fed may need to account for the US economy showing strength and inflation remaining above their target rate.