Weekly Talking Points - US inflation, war headlines key... - 09 March 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 upcoming economic data with the focus on US inflation (CPI, PCE). War headlines will drive sentiment again though, keep an eye on oil prices as we highlight in our recent podcast and blog. Our weekly Spotlight is on the world materials sector.

Our review section looks at the US war on Iran and market implications, recent economic data and the lower GDP range forecast from China.

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