Manpreet speaks to Raymond about whether the US equity market rebound has legs, why we still expect a soft landing and our top views across global equity, bond and currency markets.

Read our latest Global Market Outlook here. 

Speakers: 

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank 
• Raymond Cheng, CIO of North Asia,  Standard Chartered Bank 

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Daniel discusses why the Hang Seng Index is primed for a pullback, and why we would be buying the dip.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different asset classes. 

Speaker: 

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Daniel discusses the history of "post-drawdown" equity market rallies, what were the common features, how the current rally compares, and where can we expect profit-taking. 

Speaker: 

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Daniel discusses the peace deal that Trump is trying to broker - a ceasefire between Russia and Ukraine - the chances of this going through, and the market implications. 

Speaker: 

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Hannah discusses with Ray what investors should focus on following the trade truce between the US and China, concluding with a discussion on the AUD/ USD pair. 

Read our latest Weekly Market View here. 

Speakers: 

- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
 - Ray Heung, Senior Investment Strategist, Standard Chartered Bank

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Daniel talks about why making peace deals is the next step and an important part of Trump’s plans, and what to expect next for the trade deals. 

Speaker: 

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Daniel discusses the latest US CPI figure, how this will keep the Fed watching, and why markets are edging higher.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel continues the discussion on USD – through positioning, historical context, assessment of whether we are in structural bear-market, and diversification demand. 

 Speaker: 
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Daniel discusses the weakness in USD year-to-date, the change in macro factors and how investors should be approaching Fx.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.