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 focus on the US employment report and implications for the Fed, Trump tariff actions and the Bank of England. Our weekly Spotlight focuses on the US S&P 500 technology sector (XLK) which is at very lofty levels. Our Review section looks at the ECB and Bank of Canada rate cuts, the Fed keeping rates on hold and recent economic data.
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