Investors are navigating increasingly divergent signals from the world's major central banks as inflation and interest-rate expectations shift. The Reserve Bank of Australia has kept rates at 4.35% but left the door open to further tightening, while markets are watching fresh US inflation data for clues on whether the Federal Reserve could raise rates again this year. Meanwhile, the Japanese yen is weakening despite recent intervention, and gold has rallied as expectations for higher US rates fade. With monetary policy increasingly moving in different directions, what does this mean for currencies, bonds and precious metals in the months ahead?


Image Credit: Shutterstock

Investors are navigating increasingly divergent signals from the world's major central banks as inflation and interest-rate expectations shift. The Reserve Bank of Australia has kept rates at 4.35% but left the door open to further tightening, while markets are watching fresh US inflation data for clues on whether the Federal Reserve could raise rates again this year. Meanwhile, the Japanese yen is weakening despite recent intervention, and gold has rallied as expectations for higher US rates fade. With monetary policy increasingly moving in different directions, what does this mean for currencies, bonds and precious metals in the months ahead? Image Credit: Shutterstock

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Central Banks Keep Markets Guessing

The Black Sea is becoming an increasingly dangerous front in the Russia-Ukraine war, as attacks on ports, warships and commercial infrastructure threaten some of the world's most important grain and energy routes. A major Ukrainian strike on Russia's Novorossiysk port has damaged grain export facilities and added pressure on Moscow to divert cargo through alternative routes, while Türkiye is proposing a moratorium on attacks against commercial shipping. With disruption already affecting Russian wheat exports, the Black Sea is increasingly being discussed alongside Hormuz and Bab el-Mandeb as another vulnerable global trade chokepoint. Could continued attacks reshape agricultural trade and global food security, and how great is the risk of the conflict spilling into the wider region?

Image Credit: Shutterstock

The Black Sea is becoming an increasingly dangerous front in the Russia-Ukraine war, as attacks on ports, warships and commercial infrastructure threaten some of the world's most important grain and energy routes. A major Ukrainian strike on Russia's Novorossiysk port has damaged grain export facilities and added pressure on Moscow to divert cargo through alternative routes, while Türkiye is proposing a moratorium on attacks against commercial shipping. With disruption already affecting Russian wheat exports, the Black Sea is increasingly being discussed alongside Hormuz and Bab el-Mandeb as another vulnerable global trade chokepoint. Could continued attacks reshape agricultural trade and global food security, and how great is the risk of the conflict spilling into the wider region? Image Credit: Shutterstock

Black Sea Attacks Threaten Global Trade

US inflation came in softer than feared, and markets took it as a green light — indices are sitting at or near record highs. We ask Tony Nash what the CPI print actually tells us about where inflation is heading, and whether it's enough to move the Fed. Also on the table: whether investors should be taking profit or letting the winners run, the oil price reaction to reported attacks on ships in the Strait of Hormuz, and what a weaker yen means for markets after intervention from the US and Japan.



Image Credit: Shutterstock

US inflation came in softer than feared, and markets took it as a green light — indices are sitting at or near record highs. We ask Tony Nash what the CPI print actually tells us about where inflation is heading, and whether it's enough to move the Fed. Also on the table: whether investors should be taking profit or letting the winners run, the oil price reaction to reported attacks on ships in the Strait of Hormuz, and what a weaker yen means for markets after intervention from the US and Japan.Image Credit: Shutterstock

Tame CPI Reading In The US, Will The Fed Cut Interest Rate?

Singapore’s three banks, DBS, OCBC and UOB, announced strong second quarter earnings recently, which significantly impacted the movement of Singapore’s stock market . Thilan Wickramasinghe, Head of Research Singapore & Regional Head of Financials at Maybank Investment Banking Group, talks about if current valuations justify the premiums.

Image Credit: Shutterstock

Singapore’s three banks, DBS, OCBC and UOB, announced strong second quarter earnings recently, which significantly impacted the movement of Singapore’s stock market . Thilan Wickramasinghe, Head of Research Singapore &amp; Regional Head of Financials at Maybank Investment Banking Group, talks about if current valuations justify the premiums. Image Credit: Shutterstock

Central Banks Keep Markets Guessing

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