Weekly Talking Points - US CPI and jobs this week - 09 February 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 look at the US employment report for January which is out this Wednesday (deja vu all over again!). CPI is out as well, and may shed light on price trends. Our weekly Spotlight is on European banks which had a stunning rally in 2025.

Our review section looks at the AI inspired stock market turmoil, ECB and BoE rate decisions, RBA rate hike, UK gilt market jitters and FTSE 100 making new all-time highs, with the FTSE 250 seen as a catch-up play.

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