Weekly Talking Points - Watching Trump tariffs again

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 Trump tariff threat again, US federal government shutdown and UK economic data out this week. Our weekly Spotlight looks at US homebuilders again, with downside risk increasing. Our Review section looks at the Friday sell off in shares as Trump threatened to impose 100% additional tariffs on China and export controls, as well as cancelling the potential meeting with Chinese President Xi. Politics in France and Japan caught investor attention and gold broke above $4,000/oz.

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