Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet Gill discusses what drove US equities lower yesterday, why a sector strategy and gold exposure can help and why we’d keep a close watch on the Bank of Japan meeting this week.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, visit Marke...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why we expect a gradually stronger SGD over time and what to make of yesterday’s sharp fall in Chinese equities. 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 today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret Friday’s fall in US equities, what market technical are telling us and why earnings remain one of the most important potential catalysts to watch closely this week. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market i...

In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about how the US earnings season is surpassing expectations, the outlook for bond yields and the implications of the recent policy easing in China for local equity markets.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank For more of...

Following the release of our Q2 thematic update, Audrey Goh talks to Hannah Chew to discuss the recent performance of our long-term themes in Climate investing, Digital and China common prosperity. They explored the reasons for their recent underperformance as well as what they expect in terms of their outlook going forward. Additionally, they discussed why it would still make sense for investors...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why a sector approach to Chinese equities is one option to navigate the current environment, how to interpret the brief pause in bond yields and what we’ll be watching over the next few days.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our late...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why we’d be careful about chasing the Japanese yen lower, why we’d focus instead on our preferred equity sectors in China, and why we’d watch any discussion of a European ban on Russian oil and gas exports closely. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Ban...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why we like gold, what is driving prices higher and why we expect prices to break above USD 2000/oz in the coming weeks.  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 today’s edition of Cut to the Chase, Manpreet Gill discusses what the Q1 earnings season means for sector strategies, how to interpret Chinese economic data and what European and Singapore policy signals mean for their currencies. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, vis...

In this week’s edition of the TTN podcast, Steve talks to Rajat Bhattacharya about the outlook for inflation, what it means for the coming US earnings season and where the opportunities are for investors.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit M...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the March US inflation report supports the case for bond yields taking a pause, and why two policy decisions could dictate whether oil prices stay rangebound. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 how the ECB’s decision is a particularly tricky one this week, why the French Presidential election continues to loom over markets and why we believe the EUR is likely to weaken further in the short term. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why investors should focus this week on possible policy easing in China, whether the ECB tightens its tone in Europe and whether inflation indeed is peaking in the US. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, visit...

In today’s edition of Through The Noise, Audrey Goh speaks to Fook Hien Yap on what the decisive hawkish turn by the Fed means for investors. They also discuss energy sector equities and if the sharp rebound in Chinese high yield bonds is sustainable.  Speakers: Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank F...

In this edition of Talking Thematics, Audrey speaks to Manpreet to get a broad overview of the cryptocurrency landscape, how to think about market prices and why upcoming regulations are key. Speakers: Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our l...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what investors should focus on from the Fed policy meeting minutes, how to interpret the drop in China’s services PMI and why we remain confident in energy sector equities. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights,...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why we should watch Fed policy comments in conjunction with whether the S&P500 holds above a key technical level, and why we still like the AUD. 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-th...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why a combination of higher energy prices and rate hike expectations creates a favourable outlook for the Canadian Dollar, despite fading momentum in the very short term. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, vi...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what recent signals from US equity market may be telling us about the quarter ahead, and why Chinese equities should start the week on a positive note. 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...

In this week’s episode, Steve talks to Daniel Lam about the momentary inversion of the US yield curve this week, whether this is something to be concerned about and which asset classes generally perform well after an inversion. They also talk about the wild ride for HK/China equities in March and what is the outlook from here.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Ba...

In this final episode of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why he still believes the US dollar will weaken later this year and why commodity currencies, the Chinese yuan, gold and (eventually) the Euro should benefit.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC...

In today’s edition of Cut to the Chase, Abhilash discusses how the rise in oil prices is starting to filter through into inflation reading and what it means for monetary policy going forward. Speakers: - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Following the release of our 360 perspective titled “Enter the Metaverse”, Audrey Goh talks to Steve Brice to understand what is Metaverse and the potential implications of this transition to various parts of the society. They also explore potential opportunities and challenges that may arise as a result of greater adoption of Metaverse. Speakers: Audrey Goh, Senior Cross-Asset Strategist, Standar...

In the fourth of a 5-part mini-series on the Q2 Outlook, Steve talks to Fook Hien Yap about his preference for Asia ex-Japan equities, why the US market is likely to withstand higher interest rates and his sector preferences both globally and across the US, Europe and China. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standa...

In today’s edition of Cut to the Chase, Abhilash discusses the progress in Russia-Ukraine talks and how investors should interpret the recent US government bond yield curve inversion. Speakers: - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .