Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet discusses whether the rise in bond yields are a risk or an opportunity, why an attractive trade in USD/JPY could be brewing and how to read the upcoming OPEC+ meeting. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Manpreet looks at what today’s Reserve Bank of Australia policy decision could mean for the AUD, what the key fundamental drivers are signalling and why we believe short-term technicals could be a source of optimism. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market i...

In today’s edition of Cut to the Chase, Manpreet sifts through the economic calendar to discuss how US data could impact the S&P500 index as it approaches technical resistance, how to read central bank policy in Australia and the UK from a FX market perspective and why we remain positive on Chinese equities amid weak PMI data.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodi...

In this edition of our podcast, which coincides with our monthly Global Market Outlook publication, Michelle Kam discusses with Rajat Bhattacharya the key takeaways from the Fed policy meeting, whether the US is in a recession and how should investors position themselves in this environment.  If you would like to attend the webinar referred to in this episode, please sign up via the following link...

In today’s edition of Cut to the Chase, Abhilash discusses the implications of the latest Fed rate hike and why markets are likely to turn more volatile around the release of key economic data in the near-term. Speakers: Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Abhilash shares an update on the ongoing US earnings season and discusses why the recent weakness in consumer confidence data is unlikely to deter the Fed from hiking rates by 75bp.  Speakers: Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Abhilash discusses why the release of the latest inflation and GDP data for European heavyweights could drive the EUR lower, and why a jump in Australian inflation could propel AUD higher. Speakers: Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Abhilash discusses what to expect from the coming Fed meeting and US GDP data release, and why we could see greater equity market volatility this week. Inflation and growth data releases in Europe and Australia could also trigger another bout of weakness for the EUR and extend gains in the AUD.  Speakers: Abhilash Narayan, Senior Investment Strategist, Stand...

In today’s edition of Through The Noise, Manpreet speaks to Fook Hien about whether the current rebound is sustainable amid the ongoing Q2 earnings season, what the market implications are of the ECB’s exit from negative policy rates and what to expect from the Fed next week. Speakers: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Fook Hien...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what to expect from the ECB amid rising political risk in Europe, what market expectations are telling us about BoJ policy and what both central bank meetings could mean for the EUR and JPY. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market ins...

In today’s edition of Cut to the Chase, Manpreet Gill discusses interesting signals from market positioning survey data, what a larger 50bps rate hike by the ECB could imply and upside risks to energy prices. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Manpreet Gill discusses what we see as the major drivers of gold, what explains recent weakness and why we believe gold prices are set to rebound.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Manpreet Gill discusses what to watch in the week ahead, including how we’re viewing the ECB and BoJ policy meetings, what to look for from US earnings and the currency and sector opportunities these events could create. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest mark...

In today’s edition of Through The Noise, Daniel Lam speaks with Manpreet Gill about the recent US inflation number, its implications for Fed policy and key asset classes, what we can learn from financial sector earnings and lower commodity prices and our broader view on the US Dollar.  Speakers: Daniel Lam, Head of Equity Strategy, Standard Chartered Bank Manpreet Gill, Head of Fixed Income, Curre...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what today’s US inflation report could mean for Fed policy, why we’d favour relatively defensive sectors in the US and why we continue to see opportunities in commodity currencies. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, vis...

In today’s edition of Cut to the Chase, Manpreet Gill discusses recently weak data in the Euro area, Europe’s energy challenges and what all of this means for the EUR/USD currency pair as it approaches parity with the US Dollar.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read into the US inflation print due later this week, where we’d look for sector opportunities as the US earnings season kicks off and why we’d be biased to buy the dip in Chinese equities. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest mark...

This week, Steve talks to Daniel Lam about the forthcoming US earnings season – which seems to be taking on increasing importance – what this means for our sector preferences, the implications of Boris Johnson’s resignation for the British pound and when might be a good time to buy gold.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Daniel Lam, Head of Equity Strategy,...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can learn from the minutes of the last Fed meeting, how elevated bond market volatility can offer attractive opportunities and why we’d watch gold prices closely for potential entry levels. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest mar...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can read from the inversion of a key US bond yield curve, what indicators we’d watch to monitor recession risks and why yesterday’s move in EUR/USD is significant. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Market...

Steve Brice is joined by Prof. Raghuram Rajan in this special Through the Noise podcast to talk about inflation, potential threats to the global financial system, and - should investors delve into cryptocurrencies or is it too late?  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Professor Raghuram Rajan, ex-IMF Chief Economist and former Governor of Reserve Bank of India...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why Bank of Japan policy remains in sharp contrast to central bank policy elsewhere, what could cause short-term upwards momentum to continue and possible scenarios under which USD/JPY could sharply reverse. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why markets would ideally want a not-too-hot-not-too-cold US jobs report this week, why the RBA meeting could be supportive for the AUD and why we’d watch bond, not equity, markets for direction this week. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our la...

Steve talks to Hannah Chew from the asset allocation team about why she expects an income-focused approach to investing to outperform a more pro-cyclical, balanced allocation. They also discuss whether high dividend equities are still attractive and which areas of the bond market offer the best risk-reward in an income portfolio.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered...

In this episode of the H2 Outlook mini-series, Steve talks to Manpreet about what path the US Dollar is likely to follow for the rest of this year, where we see the biggest opportunities in FX markets right now and why we still see benefits in exposure to gold.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill, Head of Fixed Income, Currency and Commodities (F...