Through the Noise: Inflation cools, but focus shifts back to oil
About this episode
Fook Hien Yap and Ray Heung discuss the implications of recent economic trends including inflation, interest rates, and the impact of political changes on currency volatility.
Fook Hien Yap and Ray Heung discuss why we believe the Fed has passed ‘peak hawkishness’, as well as our views on US interest rates and bond yields. They also share views on how Andy Burnham’s appointment as UK Prime Minister could affect GBP and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank - Ray Heung, Senior Inves...
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