Weekly Talking Points - US tariffs, PCE key this week

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 the holiday shortened week for the UK and US, with the focus likely to be on US tariff announcements and PCE data. Our weekly Spotlight looks at US home builders again - the April new home sales data was strong, but higher costs loom and interest rates are still high, the sector looks vulnerable. Our Review section looks at UK CPI, the RBA and China lowering rates and the US threat of 50% tariffs on EU imports.

To read more please subscribe.