Through the noise: Renewed hopes of a December Fed rate cut
Update: 2025-11-28
Description
Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy for the US tech and healthcare sectors and discuss the impacts on UK government bonds and the British pound following the Autumn Budget. They conclude with a discussion on the NZD/USD outlook after the recent RBNZ meeting
Read our latest Weekly Market View report here.
Speakers:
- Ray Heung, Senior Investment Officer, Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
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