Weekly Talking Points - Focus on UK data this week

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 focus on key UK data that is out this week. The Bank of England will be keen to see how the labour market and inflation readings are doing. The RBA and RBNZ meet as well, with rate cuts potentially set to start for the RBA while the RBNZ is expected to cut rates yet again. Our weekly Spotlight focuses on the US SPDR Utilities sector (XLU) as a bellwether for AI and market sentiment. Our Review section looks at US CPI, PPI and retail sales with US bond yields whipping around during the week, but ending on a soft note.

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