Weekly Talking Points - Getting ready for rate meetings - 20 April 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 hopes for an end to the US war in Iran and for critical trade routes to reopen. UK employment and inflation data is out, as are US retail sales. Central bank meetings loom in a few weeks, investors will be looking ahead. We shine our Spotlight on US banks which are expected to continue to do well.

Our review section looks at the US war on Iran headlines. Investors are looking for a quick resolution here. The move to new all-time highs in key equity indices and a sharply lower oil prices will hopefully extend! UK and China growth readings held up ahead of the war.

To read more please subscribe.