Weekly Talking Points - Fed meeting in focus - 26 January 2026

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 discuss the upcoming Fed meeting and what may happen this year. Too early to talk about rate hike risk? Our weekly Spotlight is put on the US 10-yr. note yield, upside risk is building. Our review section looks at geopolitical events, economic data and Japanese bond yields still climbing. Our 3% target for the 10-yr. bond yield is not looking so extreme any more...

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