Weekly Talking Points - Watching US jobs data - 04 May 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 discuss US jobs data for April out this week. We shine our Spotlight on the PHLX SOX sector index.

Our review section looks at the US war on Iran headlines. Key Fed, BoE, ECB, Bank of Canada and BoJ meetings saw them keep rates unchanged but inflation worries are rising. The MoF/BoJ verbal and actual intervention saw USD/JPY back down from Y160 probes. Oil prices were very volatile, hitting multi-year highs at one point, while key US equity indices are near or made new all-time highs.

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