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 his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podcast.

Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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 Strategy, Standard Chartered Bank

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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 today here.

Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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, Standard Chartered Bank

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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 playing out across US vs. Chinese tech stocks.

Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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, Standard Chartered Bank

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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 and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings.

Speaker(s):
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
- Ray Heung, Senior Investment Officer, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.