Weekly Talking Points - US CPI and PCE this week - 06 April 2026

Apr 3

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 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.

To read more please subscribe.

Recent Posts

See All

Q4 Economics for Investment - The great bond re-set

We have just published our flagship quarterly for Q4, looking at the outlook for economies and markets. It covers the US, China, UK, Euro zone and Japan and is available to clients. For a complimentar

Weekly Talking Points - Watching bond yields again - 05 October 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 some US economic data out this week and focus on bond yields again wit

Tricio Monthly Insights - October surprise?

Our monthly Insights for October 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. Rising nominal and real bond yields continued to dominate mar

Comments