Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read the overnight jump in US bond yields, why we remain optimistic on Chinese equities and USD bonds and what he is doing on World Bicycle day.  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 why we shouldn’t worry about the start of Fed QT, what high inflation in Europe could mean for ECB rates and the EUR and the significance of recent policy measures in China for equity markets. 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 our view on the Canadian Dollar, including the impact of recent moves in oil prices and recent economic data, and what tomorrow’s policy rate hike could mean 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 Ma...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how the US Memorial Day holiday usually marks the start of summer, why labour market data may be key to extending last week’s strong equity rebound and what Asian and European data are likely to mean for currency markets.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank F...

In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about what the recent decline in inflation expectations means for the outlook for bond and equity markets, which currencies are likely to be the biggest beneficiaries from emerging US dollar weakness and what developments in China on the lockdown and policy front means for the local equity market. Speakers: Steve Brice, Chief...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed appears likely to deliver only on what is priced into markets, why rate hikes in New Zealand are consistent with our preference for commodity currencies and why Chinese policymaker comments could be positive for markets. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Charte...

In today’s edition of Cut to the Chase, Manpreet Gill discusses yesterday’s move lower in US bond yields, what may be driving this move lower and why we believe it illustrates several opportunities in bond and FX markets. 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-...

In today’s edition of Cut to the Chase, Manpreet Gill talks about how to read into recent ECB policy signals of higher rates ahead, what challenges the ECB faces in raising rates and why all of this means we’re turning increasingly bullish on the EUR over the next 2-4 weeks. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why a 20% drawdown is a popular bear market definition, the importance of the upcoming minutes of the last Fed meeting and what is in store for Asian markets in the week ahead. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit M...

Today, Manpreet discusses with Rajat about whether we are close to a bottom in major equity markets, what are the key things to keep an eye on, what does recent China economic data mean for our bullish Asia equity view and how should investors navigate the current environment.  Speakers: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Rajat Bh...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what drove the sharp drop in US equity markets yesterday, what insights we can offer from a few key characteristics and what the move means for the near-term market outlook. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit Mark...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why we see a brightening outlook for the Australian Dollar, why the domestic interest rate outlook is key and what we can learn from the ongoing air traffic recovery in Asia-Pacific. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, v...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why it's all about consumer data in the US this week, why US equity markets may be approaching technically significant levels and why we’d view Asian equity and bond markets through a glass-half-full lens despite weak Chinese data.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard C...

Today, Steve talks with Daniel Lam about why the bond-equity correlation matters and whether it might be changing for the better, why investors should be aware of negativity bias, which areas of markets are particularly interesting from an investment perspective and what should we make of the recent volatility in Stablecoins. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank...

Audrey Goh talks to Davide Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset clas...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret yesterday’s inflation reports in both the US and China, why both may create opportunities for investors and what we can learn from the recent drama in crypto stablecoins.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insig...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why one’s definition of the ‘US Dollar’ is important to forming a view, why further gains look increasingly difficult short term and why we’d still focus on commodity currencies to position for any turn lower in the USD. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what likely drove the sharp equity market sell-off yesterday, why placing this in a long-term context can be helpful, and why the upcoming US inflation data release remains key to the outlook. 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 markets are likely to be quite focused on inflation data release across several key markets this week and why recent events continue to favour energy prices as well as energy sector equities. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest marke...

In this week’s edition of Through the Noise, Steve speaks with Manpreet Gill to discuss the implications of the Fed announcement this week, whether now is the time to be adding to bond portfolios and how the Fed outlook and earnings season fits into our sector preferences. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill, Head of Fixed Income, Currency and Com...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed decision could help the outlook for beaten-down equities, why recent events feed into our equity sector preferences and what surprise central bank decisions outside the US could mean for opportunities in FX markets. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what to focus on from the Fed overnight, what equity sectors we’d focus on in the US and why we continue to like Asian equities long-term. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In this week’s edition of the TTN podcast, Steve talks to Daniel about the continued sell-off in equity and bond markets, when it might turn around and whether it is creating opportunities for investors. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what triggered the significant drop in the EUR overnight, why geopolitics and Chinese growth are key to the currency’s outlook and why it is not likely for the pair to go to 1.00 easily. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest mar...

In this episode of Investips, Trang Nguyen discusses the importance of diversification, and the different ways it can help investors manage their portfolio for a successful investment journey. Speaker: Trang Nguyen, Senior Portfolio Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .