For much of 2026, investors have been waiting for US interest rates to fall.

After Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole debut, should they be preparing for another hike instead?

Michelle Martin speaks with Simon Ree, Founder of Tao of Trading, about what Warsh’s inflation-first message could mean for the Fed’s next move, why Christopher Waller could provide the next important signal, and where a renewed higher-rate environment could hit Treasuries, the US dollar, equities and the Singapore dollar. 

Plus, why does Simon like the Health Care Select Sector SPDR Fund (XLV), what are the risks, and why might Singapore investors consider the Ireland-domiciled IUHC instead?

For much of 2026, investors have been waiting for US interest rates to fall.
After Federal Reserve Chair Kevin Warsh&rsquo;s hawkish Jackson Hole debut, should they be preparing for another hike instead?
Michelle Martin speaks with Simon Ree, Founder of Tao of Trading, about what Warsh&rsquo;s inflation-first message could mean for the Fed&rsquo;s next move, why Christopher Waller could provide the next important signal, and where a renewed higher-rate environment could hit Treasuries, the US dollar, equities and the Singapore dollar.&nbsp;
Plus, why does Simon like the Health Care Select Sector SPDR Fund (XLV), what are the risks, and why might Singapore investors consider the Ireland-domiciled IUHC instead?

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.