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 at economic data in the US, UK and Japan along with the war in Iran and it's implications. We shine our Spotlight on the ECB meeting this week. Our review section looks at US economic data, AI-related shares being sold off and rising German bund yields. To read more please subscribe.

In our latest Currency Matters publication we discuss the effect of the resumed US war in Iran and potential central bank/rate and FX expectations. The BoJ and RBNZ raised rates last month and Fed Chair Warsh talked tough at his first meeting as Chair. We suspect Warsh will be happy to let the market 'snug' rates higher for him rather than risk the wrath of US President Trump and actually raise rates any time soon though, which may undermine the USD over the coming months. If