Charu Chanana, Chief Investment Strategist at Saxo Bank, highlighted the potential for a significant repricing of US interest rates this week due to upcoming employment and inflation data releases. The Federal Reserve recently cut rates and anticipates another reduction in 2026, but market expectations include at least two more cuts next year. Chanana noted that mixed or weaker-than-expected data could sustain the soft landing narrative without sparking a major risk-on rally. However, stronger-than-expected inflation or employment figures could lead to rising yields, impacting risk assets, particularly long-term growth stocks.