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.