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 ...

People in this episode

Host: Michelle Kam

Guest: Ray Heung

Topics covered

• US PCE data
• stagflation risks
• Bund opportunities
• NZD
• China equities
• diversified equity positioning

Keywords

• US PCE
• stagflation
• Bund opportunities
• NZD
• China equities
• equity positioning

Mentioned in this episode

Organizations: Standard Chartered Bank, US PCE

Places: Europe, NZD, China

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