In this podcast John Calverley, Tricio's Chief Economist, discusses the outlook for the Fed, ECB, BoE and BoJ and our USD view for 2026! Happy holidays everyone, and Best Wishes for a happy, healthy and wealthy 2026 from Tricio!
In this podcast John Calverley, Tricio's Chief Economist, discusses his Under the Bonnet column in our November 2025 Monthly Insights which looks at Lending to Shadow Banks in the US.
Investors who worry about equity markets being at a late stage of this cycle, this is another potential warning sign.
In this podcast James Chu, Head of Investment Solutions, joins John Calverley, Chief Economist, and Gerry Celaya, Chief Strategist, in discussing FX markets. We look at the Fed meeting tomorrow and the risk of a near term 'hawkish' cut, and the medium term risk of rates being lower than they 'should be'. We also look at the ECB and EUR, the BoJ and Yen and BoE and GBP. Gold and our views on the metal wraps up our podcast. For further information please contact us at info@tricio-advisors.com.
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist about the Fed's rate cut, the BoE keeping rates steady, the ECB and upcoming BoJ and SNB meetings.
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about our concerns over US governance issues. We talk about the intent of the government to have a stake in Intel and the risk to the Fed's independence.
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the implementation of US tariffs, the latest rate cut from the Bank of England and the strong GBP, the soft US economy and the outlook for the Fed and how higher rates are coming from the BoJ. We also talk Bank of Canada and the Canadian dollar!
James Chu, Head of Investment Solutions, speaks with Steven Goldin, a founding partner of Parala Capital, about actively managed ETFs. This is part 2 of 2.
James Chu, Head of Investment Solutions, speaks with Steven Goldin, a founding partner of Parala Capital, about actively managed ETFs. This is part 1 of 2.
In this podcast John Calverley, Trico's Chief Economist discusses our Economics for Investment Q3 2025 and the focus on why US bond yields have risen despite the Fed rate cuts.
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the upcoming ECB and Bank of Canada meetings. We also mull over the US court decision on Trump's tariffs and what this uncertainty means for the economy and FX markets. We also focus on Japanese bond yields, and the risk of USD/JPY falling to Y110!
John Calverley, Tricio's Chief Economist, discussed our latest Economics for Investment outlook. We cover tariffs, the Mar-a-Lago accord and potential risks and opportunities in equity and bond markets!
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the uncertainty surrounding the FX market at the moment. We talk Fed, BoE, BoJ, BoC and Trump tariffs! We also note that our USD forecasts have done well so far as the 'sell the fact' trade is unfolding, more ahead?
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist about FX markets. It has been a volatile start to the year, and it is likely to continue!
John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the US economic outlook under Trump II and the FX outlook for 2025. Embrace the chaos may be our mantra for the coming year!
Tricio's Chief Economist John Calverley speaks with Gerry Celaya, Tricio's Chief Strategist, about FX markets ahead of a slew of US data, the UK Budget and the US election.
Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about FX markets after the Fed's big rate cut. We talk EUR/USD, GBP/USD and USD/JPY and our outlook for the CNY.
Tricio's Chief Economist, John Calverley, discusses his outlook for the Fed's terminal rate with Gerry Celaya, Tricio's Chief Strategist. As the Fed is set to start their rate cut cycle, where might fed funds end up at the end of the process? Inflation, growth, China, commodity prices, bond yields and equity market valuations are all in play!
Tricio's Chief Economist, John Calverley, discusses the potential implications of the Democrats sweeping the upcoming election with Gerry Celaya, Tricio's Chief Strategist. We also talk about food price caps and budget deficits!
Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about the big yen move that saw our 3-month USD/JPY target met in a few weeks! We also discuss our Fed, ECB, BoE and BoJ rate move expectations and outlooks for major FX rates. Will Cable meet our $1.40+ 12-month outlook?
Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about currency markets after the Bank of Canada, ECB and SNB rate cuts. The focus is on when the Fed may lower rates, and will the BoJ nudge rates higher again in July?