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Weekly Talking Points - UK/Japan inflation worth watching - 17 November 2025

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 look ahead to inflation readings due in the UK and Japan this week. Our weekly Spotlight discusses the 'stubbornly steady' UK inflation picture. Our Review section looks at swings in gilt market sentiment, the US federal government shutdown ending and the IEA's energy report. To read more please subscribe.

Weekly Talking Points - UK jobs and GDP this week - 10 November 2025

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 look ahead to UK jobs and GDP out this week. Our weekly Spotlight discusses the US SOX index as we look at computer chip makers - brace for a -20% mean reversion? Our Review section looks at UK Chancellor Reeves and the pre-Budget speech, the BoE steady rate decision and US ISM PMI data. To read more please subscribe.

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