Trade talks, corporate forecasts, and the inflation outlook

Markets are looking for clarity on what the baseline tariff rates will ultimately be among key trading partners – and the recent U.S.-U.K. trade deal offers a promising sign, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. "It might be sort of a blueprint for other trade agreements”, Deepak says, adding that purchase agreements and market access will be closely watched, in addition to the tariffs themselves.

In the week ahead, U.S. inflation figures will be a key consideration, but Deepak says investors should also pay attention to retail sales data, which could show a moderating trend.

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