Weekly Talking Points - US CPI worth watching

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 US CPI out this week and the continued roiling of markets by the flip-flopping tariff announcements from Washington. The Bank of Canada meets again, and investors will be keen to hear any updated forecasts. Our weekly Spotlight focuses on the rise in German bund yields, with core Eurozone bond yields rising as well as spreads remained relatively steady. Our Review section looks at the US jobs report which started to show federal government job destruction. A lot more of this may be seen over the coming months. We also look at the unintended consequences of Washington policies as the trade deficit hit a huge record in January of -$131. 4 bn., which is knocking Q1 GDP forecasts into negative levels.

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