Weekly Talking Points - US inflation worth watching - 13 July 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 US CPI and PPI that are due this week, along with testimony to Congress from Fed Chair Warsh. The Bank of Canada decides rates and there is UK GDP data out this week as well.

We shine our Spotlight on the SOX index with some room for further corrective pullbacks seen.

Our review section looks at US President Trump ending the ceasefire with Iran and the risks that this brings. We look at recent economic data and he SK Hynix ADR listing as well.

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