Through the Noise: Powell opens door for Fed rate cuts

29/08/2025 12 min
Through the Noise: Powell opens door for Fed rate cuts

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Episode Synopsis

Ray discusses the prospect of a Fed rate cut in September with Fook Hien and its implications for risk assets. They share their perspectives on US bond yields amid challenges to the Fed's independence. Additionally, they discuss their views on equities, focusing on the US semiconductor sector, as well as Chinese and European equities, concluding with insights on the Euro. Find out more from our latest Weekly Market Outlook report here.Speakers: - Ray Heung, Senior Investment Strategist, Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank