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Weekly Talking Points - Hopes for peace (cautiously) - 13 April 2026

  • 5 days ago
  • 1 min read

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 the ceasefire in the US-Iran war and a peace deal. Economic data from the US, UK and China is out as well. Our weekly Spotlight is on China's CSI 300 which has done well under the 2nd Trump regime, further gains are expected.


Our review section looks at the US war on Iran ceasefire agreement and market reaction. We also look at US economic data with CPI running hot and Q4 GDP cooling off a touch. TSMC results underscore how important Taiwan manufacturing is for the computer industry - new highs beckon?


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