Through the noise: All eyes on Hormuz talks
About this episode
Michelle Kam and Ray Heung discuss the implications of the latest US PCE data and various investment strategies amidst stagflation risks.
Michelle Kam and Ray Heung discuss why the latest US PCE data is unlikely to trigger a hawkish Fed shift. Tune in as they assess stagflation risks and Bund opportunities in Europe and share views on the NZD, China equities, and the need for a diversified equity positioning. You can read our latest Global Market Outlook today here. Speaker(s): - Michelle Kam, Investment Strategist, Standard Chartered Bank - Ray Heung, Senior Investment Officer, Standard Chartered Bank ...
More episodes of Standard Chartered Money Insights
- Cut to the Chase! Taking a look at Europe
- Cut to the Chase! In for the long term
- InvesTips: The crypto conundrum – Is it right for you?
- Cut to the Chase! Under extra scrutiny
- Cut to the Chase! “Speed”, the US 10-year Treasury yield and the S&P500
- Cut to the Chase! The dilemma central banks face
Explore listener stats, chart rankings, contacts and more on the Standard Chartered Money Insights podcast page.