Weekly Talking Points - Watch out for a tipping point - 21 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 the upcoming UN General Assembly meeting where US President Trump will meet PM Burnham. Trump is also expected to meet Chinese President Xi this week. There is a chance that some progress on a cease-fire in the US war in Iran could be seen as regional officials will be attending the UN meeting as well. The SNB meets and some US housing data is out this week as well. In our Spotlight section we look at rising US bond yields and the US stock market, noting that US 10-yr. TIPS are above 2.6% now.

Our review section looks at the Fed and BoJ rate hikes, the BoE standing pat, and economic data along with a look at market activity and AI headlines.

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