Standard Chartered Money Insights
Episodes
Cut to the Chase! Looking out for endangered species
04 Aug 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet discusses why we remain constructive on oil prices after yesterday’s OPEC+ meeting, how the BoE d...
Cut to the Chase! The Fed turns on the heat
03 Aug 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet discusses whether the rise in bond yields are a risk or an opportunity, why an attractive trade in ...
Cut to the Chase! Planning an Australian road trip?
02 Aug 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet looks at what today’s Reserve Bank of Australia policy decision could mean for the AUD, what the ...
Cut to the Chase! Bracing for a flood of macroeconomic data
01 Aug 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet sifts through the economic calendar to discuss how US data could impact the S&P500 index as it ...
Through The Noise: The many walls of worry
29 Jul 2022
Contributed by Lukas
In this edition of our podcast, which coincides with our monthly Global Market Outlook publication, Michelle Kam discusses with Rajat Bhattacharya the...
Cut to the Chase! Fed hints at a slower pace of rate hikes
28 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash discusses the implications of the latest Fed rate hike and why markets are likely to turn more vola...
Cut to the Chase! All eyes on Fed
27 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash shares an update on the ongoing US earnings season and discusses why the recent weakness in consume...
Cut to the Chase! Contrasting fortunes for EUR and AUD
26 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash discusses why the release of the latest inflation and GDP data for European heavyweights could driv...
Cut to the Chase! Getting ready for the data deluge
25 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash discusses what to expect from the coming Fed meeting and US GDP data release, and why we could see ...
Through The Noise: What will sustain the upturn?
22 Jul 2022
Contributed by Lukas
In today’s edition of Through The Noise, Manpreet speaks to Fook Hien about whether the current rebound is sustainable amid the ongoing Q2 earnings ...
Cut to the Chase! Treading water ahead of key policy events
21 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to expect from the ECB amid rising political risk in Europe, what market expect...
Cut to the Chase! What can you learn from being a chess player?
20 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses interesting signals from market positioning survey data, what a larger 50bps rate hi...
Cut to the Chase! Are gold prices set to rebound?
19 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what we see as the major drivers of gold, what explains recent weakness and why we b...
Cut to the Chase! It’s the turn of non-US central banks
18 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to watch in the week ahead, including how we’re viewing the ECB and BoJ polic...
Through The Noise: Getting Hotter Still
15 Jul 2022
Contributed by Lukas
In today’s edition of Through The Noise, Daniel Lam speaks with Manpreet Gill about the recent US inflation number, its implications for Fed policy ...
Cut to the Chase! How far will the Fed go?
14 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what today’s US inflation report could mean for Fed policy, why we’d favour rela...
Cut to the Chase! Will the EUR drop below parity with the USD?
13 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses recently weak data in the Euro area, Europe’s energy challenges and what all of th...
Cut to the Chase! Has inflation peaked?
12 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read into the US inflation print due later this week, where we’d look for s...
Through The Noise: Will equities pass the earnings test?
08 Jul 2022
Contributed by Lukas
This week, Steve talks to Daniel Lam about the forthcoming US earnings season – which seems to be taking on increasing importance – what this mean...
Cut to the Chase! The Fed keeps the bond market on its toes
07 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can learn from the minutes of the last Fed meeting, how elevated bond market...
Cut to the Chase! A gloomy start
06 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can read from the inversion of a key US bond yield curve, what indicators we...
Through the Noise: The big question with Professor Raghuram Rajan
05 Jul 2022
Contributed by Lukas
Steve Brice is joined by Prof. Raghuram Rajan in this special Through the Noise podcast to talk about inflation, potential threats to the global finan...
Cut to the Chase! Is USD/JPY heading for 147?
05 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses why Bank of Japan policy remains in sharp contrast to central bank policy elsewhere,...
Cut to the Chase! Summer travels, but not for markets
04 Jul 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses why markets would ideally want a not-too-hot-not-too-cold US jobs report this week, ...
H2 2022 Income Investing: Likely to outperform
01 Jul 2022
Contributed by Lukas
Steve talks to Hannah Chew from the asset allocation team about why she expects an income-focused approach to investing to outperform a more pro-cycli...
H2 2022 FX Outlook: Looking for opportunities in FX markets
30 Jun 2022
Contributed by Lukas
In this episode of the H2 Outlook mini-series, Steve talks to Manpreet about what path the US Dollar is likely to follow for the rest of this year, wh...
Cut to the Chase! Postcard from Portugal
30 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to make of major central banker comments at the ECB Forum in Portugal, why we s...
H2 2022 Equities Outlook: Trimming global equity exposure
29 Jun 2022
Contributed by Lukas
In this episode of the H2 Outlook mini-series, Steve talks to Fook Hien about why we are reducing our suggested allocation to global equities, which r...
Cut to the Chase! Good news or bad news first?
29 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses how China’s easing of Covid rules for international travels fits into our positive...
H2 2022 Bonds Outlook: Raising allocation to bonds
28 Jun 2022
Contributed by Lukas
A sharp repricing of central bank rate hike expectations and bond yields have dramatically improved the relative attractiveness of bonds. In this edit...
Cut to the Chase! Can the Loonie break free?
28 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses how key driver for the CAD are evolving, why we expect rangebound moves in the short...
H2 2022 Macro Outlook: US recession and Fed outlook, European stagflation risk and China’s recovery
27 Jun 2022
Contributed by Lukas
The global macroeconomic outlook has deteriorated in recent months, with central banks turning their focus singularly towards subduing inflation press...
Cut to the Chase! A winding Alpine road
27 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses the possible risks to oil prices amid the G7 proposal to cap Russian oil prices, why...
Through the Noise – Walking a Tightrope
24 Jun 2022
Contributed by Lukas
This is the first part of a mini-series which discusses the investment outlook for the second half of 2022. Steve talks to Audrey about the key chang...
Cut to the Chase! Soft landing is hard
23 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash Narayan discusses the key takeaways from Fed Chair Powell’s senate testimony and highlights the k...
Cut to the Chase! All eyes on Fed
22 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash Narayan takes a look at the various Fed members scheduled to speak this week and discusses the impl...
Cut to the Chase! Will the Swiss National Bank surprise us again?
21 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the SNB is concerned about a 2.9% inflation reading, why we see the recent fall ...
Cut to the Chase! Facing several walls of worry
20 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read into Fed Chair Powell’s upcoming testimony, why we see a more positive...
Through the Noise: US Recession risks rising
17 Jun 2022
Contributed by Lukas
In this week’s edition of Through the Noise, Steve speaks with Abhilash to discuss the implications of recent Fed rate hikes on the outlook for US g...
Cut to the Chase! The day after the Fed
16 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses the key takeaways from the Fed meeting, what we see as investment implications after...
Cut to the Chase! All eyes on Fed
15 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Abhilash Narayan discusses key things to watch out for in the FOMC meeting later tonight and discusses the r...
Cut to the Chase! Is 75 the new 50?
14 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what drove yesterday’s sharp drop in equities and rise in bond yields, why the Fed...
Cut to the Chase! A week of central bank meetings
13 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses why this week’s Fed meeting assumes greater importance after last week’s inflati...
Talking Thematics: A special episode with Henrik Fisker, CEO and founder of Fisker Inc
10 Jun 2022
Contributed by Lukas
Audrey Goh talks to Henrik Fisker, CEO and founder of Fisker Inc, an electric vehicle (EV) producer to discuss the outlook for the electric vehicles i...
Through the Noise: Stars aligning for Asia
10 Jun 2022
Contributed by Lukas
In this week's edition of Through The Noise, Steve talks to Daniel about whether the recent outperformance of Asian equities can extend, the outl...
Cut to the Chase! What’s your favourite video game?
09 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses the significance of Chinese policy approval of a series of new video games, what to ...
InvesTips: Managing allocations in volatile times
08 Jun 2022
Contributed by Lukas
Markets have clearly had a rough start to 2022. Steve talks about 3 things to bear in mind when trying to manage your portfolio through volatile marke...
Cut to the Chase! The World Bank sets a gloomy tone
08 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses the details of the World Bank’s economic growth downgrades, why we see opportuniti...
Cut to the Chase! Look out for the Kiwi
07 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the NZD is often known as the ‘Kiwi’, how its policy rate hikes can be a sup...
Cut to the Chase! Stuck in a range
06 Jun 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses why inflation data due later this week in several key markets is key, why US equitie...
Through the Noise: The Income Opportunity
03 Jun 2022
Contributed by Lukas
In today’s edition of Through the Noise, Audrey Goh discusses with Manpreet Gill on what to make of the recent market rally? Is this the start of mo...
Cut to the Chase! When good news is bad news
02 Jun 2022
Contributed by Lukas
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 Chines...
Cut to the Chase! Day 1 of Quantitative Tightening
01 Jun 2022
Contributed by Lukas
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 co...
Cut to the Chase! The Loonie takes flight
31 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! Does summer push markets higher this year?
30 May 2022
Contributed by Lukas
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...
Through the Noise: Is the Fed winning?
27 May 2022
Contributed by Lukas
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 outloo...
Cut to the Chase! Where are the market opportunities today?
26 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! Got bonds?
25 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! The EUR and the power of blogging
24 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! What does 20% mean to you?
23 May 2022
Contributed by Lukas
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 upcomi...
Through the Noise: Oversold markets
20 May 2022
Contributed by Lukas
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 d...
Cut to the Chase! A turbulent day in US equities
19 May 2022
Contributed by Lukas
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...
Cut to the Chase! On a plane to Australia
18 May 2022
Contributed by Lukas
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 interes...
Cut to the Chase! It's all about the consumer
17 May 2022
Contributed by Lukas
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...
Through the Noise: Beware of Negativity Bias
13 May 2022
Contributed by Lukas
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...
Talking Thematics: A special with Davide Serra, CEO of Algebris Investments
13 May 2022
Contributed by Lukas
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...
Cut to the Chase! Something for both the bulls and the bears
12 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! Are we near the top in the US Dollar?
11 May 2022
Contributed by Lukas
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 fu...
Cut to the Chase! The tumult extends, but inflation really the key
10 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! Has inflation peaked?
09 May 2022
Contributed by Lukas
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 ...
Through the Noise: Peak rate expectations?
06 May 2022
Contributed by Lukas
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 ...
Cut to the Chase! The Fed delivers on expectations
05 May 2022
Contributed by Lukas
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 eve...
Cut to the Chase! A very short, and very pivotal, week
04 May 2022
Contributed by Lukas
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 ...
Through the Noise: Are we there yet?
29 Apr 2022
Contributed by Lukas
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 ...
Cut to the Chase! When is a EUR equal to a USD?
28 Apr 2022
Contributed by Lukas
In today’s edition of Cut to the Chase, Manpreet Gill discusses what triggered the significant drop in the EUR overnight, why geopolitics and Chines...
Investips: Diversification
27 Apr 2022
Contributed by Lukas
In this episode of Investips, Trang Nguyen discusses the importance of diversification, and the different ways it can help investors manage their port...
Cut to the Chase! A big down day in US equity markets
27 Apr 2022
Contributed by Lukas
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 ...
Cut to the Chase! Glass half full or glass half empty?
26 Apr 2022
Contributed by Lukas
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 s...
Cut to the Chase! How should one interpret Friday’s US equity market fall?
25 Apr 2022
Contributed by Lukas
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 u...
Through the Noise: A promising start
22 Apr 2022
Contributed by Lukas
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...
Talking Thematics: Q2 thematic update
21 Apr 2022
Contributed by Lukas
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 ...
Cut to the Chase! What will you be doing on Earth Day?
21 Apr 2022
Contributed by Lukas
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 envi...
Cut to the Chase! Would one chase the Yen lower?
20 Apr 2022
Contributed by Lukas
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...
Cut to the Chase! Chasing an obsession
19 Apr 2022
Contributed by Lukas
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 ab...
Cut to the Chase! Reviewing the report card
18 Apr 2022
Contributed by Lukas
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 ec...
Through the Noise: The next catalyst
14 Apr 2022
Contributed by Lukas
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 earnin...
Cut to the Chase! Oil prices make all the difference
13 Apr 2022
Contributed by Lukas
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, ...
Cut to the Chase! The ECB’s dilemma
12 Apr 2022
Contributed by Lukas
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 Pres...
Cut to the Chase! An eventful trip around the world
11 Apr 2022
Contributed by Lukas
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...
Through the Noise: Learning to Live with a Hawkish Fed
08 Apr 2022
Contributed by Lukas
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 a...
Talking Thematics: An introduction to cryptocurrencies
08 Apr 2022
Contributed by Lukas
In this edition of Talking Thematics, Audrey speaks to Manpreet to get a broad overview of the cryptocurrency landscape, how to think about market pri...
Cut to the Chase! Gauging the economy’s health
07 Apr 2022
Contributed by Lukas
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...
Cut to the Chase! Central banks take the stage
06 Apr 2022
Contributed by Lukas
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 h...
Cut to the Chase! A Toonie for my thoughts
05 Apr 2022
Contributed by Lukas
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 favou...
Cut to the Chase! An optimistic start to Q2?
04 Apr 2022
Contributed by Lukas
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,...
Through the Noise: Inversion
01 Apr 2022
Contributed by Lukas
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 con...
Through the Noise: Q2 Outlook: Where do you see opportunities in FX and commodity markets?
31 Mar 2022
Contributed by Lukas
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 la...
Talking Thematics: The Metaverse
31 Mar 2022
Contributed by Lukas
Following the release of our 360 perspective titled “Enter the Metaverse”, Audrey Goh talks to Steve Brice to understand what is Metaverse and the...
Cut to the Chase! Red hot inflation
31 Mar 2022
Contributed by Lukas
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 ...
Through the Noise: Q2 Outlook: Why Asia is likely to outperform global equities
30 Mar 2022
Contributed by Lukas
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 mark...