Weekly Talking Points - US PCE and jobs key this week - 28 September 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 key US economic data this week as PCE and jobs could help, or hamper, Fed rate hike expectations.

In our Spotlight section we look at how higher oil prices are driving US bond yields higher.

Our review section looks at the extension of the US/China trade deal, SNB rate decision, higher bond yields and how AI related bond yields are soaring.

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