Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the level of consideration investors should give to the weaker than anticipated retail report when analysing the strength of the US consumer, whether it negates the higher CPI figures, if the timing of the first rate cut matters, and whether the fallout from the Red Sea disruptions can be mitigated by the latest movements in energy prices.

Presented by: Sean Cheong

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

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