Oil shock, rate repricing, and a hawkish dilemma. The Middle East conflict has thrown global markets into turmoil, sparking rate hike speculation even as G4 central banks hold steady. Will the 'transitory' argument survive soaring crude prices? What’s up with the firm dollar, bullish gold, and stagflation fears being premature.? Howie Lim speaks to Ray Heung from Standard Chartered Bank to find out.

Highlights:

00:54 The G4 holds rates

04:52 Near-term inflation expectations

06:34 Hawkish or dovish Fed?

08:43 Safe havens still safe?

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Ray Heung, senior Investment strategist, Standard Chartered Bank

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Oil shock's rate repricing: G4 holds, gold bullish, dollar firms

BT Market Focus

Oil shock's rate repricing: G4 holds, gold bullish, dollar firms