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 US CPI and PPI that are due this week, along with testimony to Congress from Fed Chair Warsh. The Bank of Canada decides rates and there is UK GDP data out this week as well. We shine our Spotlight on the SOX index with some room for further corrective pullbacks seen. Our review section looks at US President Trump ending the ceasefire with Iran an

Our latest Economics for Investment flagship publication provides clients with detailed economic and market information on the major economies - US, China, Eurozone, UK and Japan. The conflict with Iran still has the potential to cause another energy shock, but if that is avoided as we expect, the economic outlook has improved. AI is the main driver of growth in the US. Not higher productivity growth yet, but its huge impact on business investment and, via the strong stock ma