Weekly Talking Points - Bank holiday week, US PCE key...

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at rising Japanese Government Bond yields which are expected to continue to push higher. Our Review section looks at the hawkish tilt at the latest RBNZ meeting, Fed speakers, UK inflation and how US momentum shares are once again looking expensive relative to value shares. This may last for a while... To read more please subscribe.