Standard Chartered Money Insights

Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements.

You can read our latest Weekly Market View today here.

Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank 
- Yap Fook Hien, Senior Investment Strategist, 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.

Daniel Lam discusses the key drivers shaping the other key region in the ‘non-exuberant’ camp of equities – the Euro area – and what investors can expect there.

Speaker:
 - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank 

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

Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi K3’ – drawing parallels to DeepSeek’s January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks.

Speaker:
 - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank 

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

Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue.

Speaker:
 - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank 

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

Daniel Lam discusses the exciting rotation trend into ‘non-exuberant’ equity areas – such as the Hang Seng Index – a topic highlighted in earlier podcasts this month.

Speaker:
 - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank 

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

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 Investment Officer,  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.

Fook Hien weighs in on major US banks’ Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue.

Speaker:
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank 

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

Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh’s testimony to Congress, concluding that the Fed will likely remain on hold.

Speaker:
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank

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

Manpreet discusses the flare-up in Middle East tensions, what the most important indicator to follow is and why this may be an opportunity for longer-term investors.

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

Speaker:
 - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

Today, Steve looks into how investor behaviour is currently caught between fear and greed – and what you can do about it.

Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  

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