The Fed paused, the ECB hiked, the BoE is up next. John Calverley, Tricio's Chief Economist, and Gerry Celaya, Chief Strategist, discuss rates and currency outlooks. We also discuss our pinpoint accurate forecast for the EUR/USD from June 2022!

The Fed paused, the ECB hiked, the BoE is up next week. John Calverley, Tricio's Chief Economist, and Gerry Celaya, Chief Strategist, discuss rates and currency outlooks. We also discuss our pinpoint accurate forecast for the EUR/USD from June 2022!

Ahead of the slew of central bank meetings coming up James Chu, Tricio's Head of Investment Solutions, John Calverley, Tricio's Chief Economist, and Gerry Celaya, Tricio's Chief Strategist, discuss what to expect. We also discuss the direction of the USD this year, the role of the USD as a reserve currency and gold - love it, hate it, wear it?

James Chu, Head of Investment Solutions at Tricio, leads a discussion on ultralong bond duration and convexity. John Calverley, Tricio's Chief Economist, and Gerry Celaya, Tricio's Chief Strategist, look at the role that bonds play in a portfolio, the return of 60/40 and the potential for bond yields to fall over the coming decades.

James Chu, Head of Investment Solutions at Tricio, discusses commodity markets and different aspects of futures with Gerry Celaya, Tricio's Chief Strategist. We talk about gearing, contango and backwardation, and how commodities can be used as an asset class within a balanced portfolio.

James Chu, Tricio's Head of Investment Solutions, discusses the current turmoil in banks with Gerry Celaya, Tricio's Chief Strategist. Should investors put money into bank shares? This, and many more issues are covered in our chat!

John Calverley, Chief Economist at Tricio, discusses the current banking crisis in the US - and Europe - with Gerry Celaya, Tricio's Chief Strategist. We go over what this means for the broader markets, implications for central banks and other issues. John has been through every banking crisis since the early 1980's and offers his unique insight on recent, and unfolding, events.

James Chu, Head of Investment Solutions at Tricio, discusses commodity markets with Gerry Celaya, Tricio's Chief Strategist. We look at the role that commodity exposure can play in a portfolio and why you may want to discuss commodity market exposure with your wealth manager and advisor. Professional investors, particularly in the US, have a long history of being comfortable with the noncorrelated returns (to stock indices and bonds) that commodity trading advisors (CTA's) can offer. 

James Chu, Head of Investment Solutions at Tricio, discusses the FTSE 100 with Gerry Celaya, Tricio's Chief Strategist. We talk about the push above 8,000 seen in mid-February 2023 and what may lie ahead. We also mull over why firms may prefer to list in the US rather than the UK, and whether the FTSE 100 is a good proxy for UK Plc. 

James Chu, Head of Investment Solutions at Tricio, discusses the 2023 outlook for USD/JPY, USD/CNY and other rates with Gerry Celaya, Tricio's Chief Strategist. We also look at Bank of Japan policy, Fed risk, CNY basket ideas and balloon-like, float different ideas up for discussion...