Weekly Talking Points - Fed in focus (BoE and BoJ meet too...)

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the Fed rate decision this week, with a 25 bp rate cut expected. A 50 bp cut is not impossible, but it doesn't seem likely to us. The BoE and BoJ may keep rates unchanged this week but are worth watching. Our Spotlight focuses on the SOX index and Intel, is there bounce potential in the latter? Our Review section looks at US CPI, the ECB rate cut and politics. To read more please subscribe.