Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet Gill discusses what to make of major central banker comments at the ECB Forum in Portugal, why we see them dovetailing into our longer term preference for income assets and what short impact they could have on FX markets. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our l...

In this episode of the H2 Outlook mini-series, Steve talks to Fook Hien about why we are reducing our suggested allocation to global equities, which regions are likely to outperform and why our sector preferences are procyclical in China, but more defensive in Developed Markets. If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how China’s easing of Covid rules for international travels fits into our positive view on the country and region’s equity markets, why our equity sector picks remain conservative in the US and why we believe the EUR has room to fall further in the very short term. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how key driver for the CAD are evolving, why we expect rangebound moves in the short term and why we do expect both energy prices and interest rates to push the currency higher long term. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insigh...

A sharp repricing of central bank rate hike expectations and bond yields have dramatically improved the relative attractiveness of bonds. In this edition of our podcast on the H2 Outlook, Steve Brice speaks with Abhilash Narayan to explore why we believe adding exposure to bonds offers an attractive risk reward given the rise in recession risks. They also discuss the factors that could lead Develo...

The global macroeconomic outlook has deteriorated in recent months, with central banks turning their focus singularly towards subduing inflation pressures. In this edition of our podcast on the H2 Outlook, Steve Brice discusses with Rajat Bhattacharya the indicators we need to monitor to assess US recession risks, how far the Fed is likely to tighten policy, the risk to Euro area periphery economi...

In today’s edition of Cut to the Chase, Manpreet Gill discusses the possible risks to oil prices amid the G7 proposal to cap Russian oil prices, why inflation data and oversold equity markets may be key for the market direction this week and why we’d add to bonds at the expense of equities. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered B...

This is the first part of a mini-series which discusses the investment outlook for the second half of 2022.  Steve talks to Audrey about the key changes in our asset allocation calls, including the rationale for increasing our allocation to bonds, why we are adding the UK alongside Asia ex-Japan as a preferred equity region and why gold still makes sense in a diversified allocation.  Speakers: Ste...

In today’s edition of Cut to the Chase, Abhilash Narayan discusses the key takeaways from Fed Chair Powell’s senate testimony and highlights the key data releases to look out for today. Speaker: 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 Narayan takes a look at the various Fed members scheduled to speak this week and discusses the implications of the latest guidance from RBA on the AUD.  Speaker: 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, Manpreet Gill discusses why the SNB is concerned about a 2.9% inflation reading, why we see the recent fall in USD/CHF as an opportunity and why we’d being disciplined about stop-loss levels may be key to any USD/CHF strategy. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our lates...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read into Fed Chair Powell’s upcoming testimony, why we see a more positive policy environment in China and what we’d make of the signal from the weekend’s sharp drop in cryptocurrencies. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market...

In this week’s edition of Through the Noise, Steve speaks with Abhilash to discuss the implications of recent Fed rate hikes on the outlook for US growth and the potential increase in recession risks. They also discuss how investors may position within equities and bond markets given the current uncertain outlook. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash Na...

In today’s edition of Cut to the Chase, Manpreet Gill discusses the key takeaways from the Fed meeting, what we see as investment implications after the Fed’s message and what to make of the ECB’s emergency 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, Abhilash Narayan discusses key things to watch out for in the FOMC meeting later tonight and discusses the risk-reward for Yen given the recent weakness and rising risk of a currency intervention. Speaker: 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, Manpreet Gill discusses what drove yesterday’s sharp drop in equities and rise in bond yields, why the Fed meeting this week assumes particular significance and where we see opportunities amid the volatility. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights,...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why this week’s Fed meeting assumes greater importance after last week’s inflation data, what to make of the Japanese statement on the Yen ahead of the BoJ meeting and why we’d add to Asian equities and dollar bonds.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For mo...

Audrey Goh talks to Henrik Fisker, CEO and founder of Fisker Inc, an electric vehicle (EV) producer to discuss the outlook for the electric vehicles industry, his journey in setting up the business and decarbonising his supply chain along the way. We also discuss lessons learnt from his earlier failures and successes in this business.  Speakers: Audrey Goh, Head of Asset Allocation and Thematic St...

In this week's edition of Through The Noise, Steve talks to Daniel about whether the recent outperformance of Asian equities can extend, the outlook for the JPY after its dramatic slump and the outlook for oil and high yield bonds.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest marke...

In today’s edition of Cut to the Chase, Manpreet Gill discusses the significance of Chinese policy approval of a series of new video games, what to watch in today’s ECB policy meeting and what S&P500 technicals are telling us about the near-term outlook. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market...

Markets have clearly had a rough start to 2022. Steve talks about 3 things to bear in mind when trying to manage your portfolio through volatile market conditions.  Speaker: Steve Brice, Chief Investment Officer, 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 the details of the World Bank’s economic growth downgrades, why we see opportunities in energy sector equities and how Australia’s surprisingly large rate hike is expected to support the AUD.  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 Gill discusses why the NZD is often known as the ‘Kiwi’, how its policy rate hikes can be a support and why a recovery in Chinese economic growth could be a positive catalyst for the currency.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why inflation data due later this week in several key markets is key, why US equities may be set to trade in a range short-term and why we’d keep a close watch on the EUR. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Market...

In today’s edition of Through the Noise, Audrey Goh discusses with Manpreet Gill on what to make of the recent market rally? Is this the start of more sustained gains or simply a temporary bear rally?  What can investors do in the near term while gauging the evolution of recession risks? Also where are the opportunity for income investors, with yields on most areas in bonds close to multi-years hi...