Description
Energy inflation fears have subsided for the time being with an uneasy cessation of hostilities in the Middle East. This has provided some respite for the likes of India and Indonesia, and nudged market pricing for Fed policy pause toward the base case. Commodities and metals prices have fallen, while equity markets have seen some mild consolidation. Meanwhile, East Asia's exports have remained strong. In this month’s livestream, we will share our updated forecasts and investment strategies. Senior Economist Chua Han Teng and Senior Rates Strategist Eugene Leow will join me in this event.