Standard Chartered Money Insights
Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions.
This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).
Episodes
1361 episodes
Cut to the Chase! What’s next for equities in August?
With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market ins...
Cut to the Chase! How should one think about gold prices today?
Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today’s levels.Speaker:- Manpreet Gill, CIO of A...
Cut to the Chase! The end of the Yen carry trade?
Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. Speaker:- Steve Brice, Global Chief Investment Of...
InvesTips from the CIO’s desk – The digital landscape
In this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understand...
Through the Noise: Now for the hard part
In this deep-dive listen, Ray Heung and Manpreet Gill break down where we see value in current markets. Tune in as they outline why we remain constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove o...
Cut to the Chase! The Fed holds rates
Rajat Bhattacharya discusses the Fed’s decision to hold rates yet again. Hit play to discover what this pause means for the equity, bond and FX markets.Speaker:- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered B...
Cut to the Chase! AI sentiment vs. fundamentals
Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between hea...
Cut to the Chase! 800th – Daniel’s Swan Song
In his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to h...
Cut to the Chase! The threat and the execution
Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness.Speaker: - Daniel Lam, Head, Cross-Asset Derivative ...
Through the noise: Geopolitics, policy and earnings
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 tod...
Cut to the Chase! A look at the Euro area
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, Standa...
Cut to the Chase! The chemistry lesson
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 ...
Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 3
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 ...
Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 2
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,...
Through the Noise: Inflation cools, but focus shifts back to oil
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 a...
Cut to the Chase! US bank earnings
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 ...
Cut to the Chase! Cooler inflation and Warsh
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...
Cut to the Chase! Worry or Opportunity?
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
Cut to the Chase! Fear and greed
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 mar...
Through the noise: Eye on earnings as Iran tensions return
Hannah discusses with Rajat how investors can navigate the upcoming Q2 US earnings season amidst the Middle East tensions. They highlighted tactical opportunities in tech that investors can consider during this market environment.You ca...
Cut to the Chase! The earnings tailwind
Steve Brice looks at why markets remain resilient in the face of reigniting tensions in the Middle East, anchored by expectations ahead of the US Q2 earnings season starting next week. For deeper analysis, check out our Weekly Market Vi...
Cut to the Chase! ‘Non-exuberance’ in the summer months
Daniel Lam discusses the logic behind the rotation back into ‘non-exuberant’ equity areas, such as the Hang Seng Index.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the la...
Cut to the Chase! The summer market checklist
Daniel Lam examines the key near-term drivers shaping US equities and shares a checklist to guide your portfolio through the summer.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank ...