Weekly Talking Points - US CPI and PCE this week - 06 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 US CPI and PCE out this week. We also mull over the US war in Iran as hopes for an early end to the conflict swing around. Our weekly Spotlight is on the UK 10-yr. gilt yield, which we favour lower.

Our review section looks at the US war on Iran and market implications, recent economic data and the big swings in market sentiment as the US President gives conflicting signals. TACO trades are being tested, but investors will continue to hope for a resolution, sooner rather than later.

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