Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we discuss the upcoming Bank of England meeting and a potential rate cut. The ECB is expected to keep rates steady, while the BoJ may raise rates this week. Our weekly Spotlight shines on the US small-cap equity sector as a 'late mover' in this bull market. Warning signal? Our Review section looks at the Fed rate cut and UK economic data. The latter looks to

In our latest Currency Matters publication we discuss expectations of the Fed lowering rates this week and in 2026. JPY weakness has been seen across the board over the last few months but the BoJ is expected to resume their rate hikes and may signal higher rate risk in this cycle. On the charts we expect the consolidation seen in the USD over the last few weeks to end, with a bout of USD selling favoured. If you would like to read our report, contact us at info@tricio-adviso