4 October 2024
Bigger Picture: Middle East tensions - where are oil and gold prices headed?
Heng Koon How, Head of Markets Strategy, UOB discusses the trajectory of oil and gold prices amid escalating Middle East tensions; whether China's latest set of stimulus measures will trigger a economic turnaround; the implications of US port strikes on the Fed's fight against inflation; and what this all means for the US dollar.
Produced/Presented: Yeap Jun Rong

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21 June 2024
Bigger Picture: "What if's" that could derail markets in 2H24
Heng Koon How, Head of Markets Strategy, UOB discusses what investors should look out for in the second half of the year that could derail markets from climbing higher. He also shares why there is more upside to gold's price rally.
Produced/Presented: Ryan Huang

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17 April 2024
Bigger Picture: How might escalating Middle East tensions impact Singapore's market?
Heng Koon How, Head of Markets Strategy, UOB, weights in with Sean Cheong on how the latest Fed comments, Chinese GDP numbers and escalating tensions in the Middle East could impact Singapore markets.
Presented by Sean Cheong
Edited by Emaad Akhtar

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4 October 2023
Bigger Pic: Is the sky the limit for U.S. Treasury yields?
Heng Koon How, Head of Markets Strategy, UOB weighs in on whether the U.S. Fed will opt for a 25 basis point hike at its November FOMC meeting; the ever-rising U.S. Treasury yields; the BOJ's current stance on Yield Curve Control; prospects of a recovery for China's economy; and whether crude oil remains on target to hit the $100 / barrel mark.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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4 July 2023
Bigger Picture: More signs of Singapore economy slow down
Heng Koon How, Head of Markets Strategy, UOB discusses how investors should read into recent data including Singapore's first contraction in 3 years for home prices in Q2, as well as manufacturing output slumping and raising risks of a technical recession. He also outlines how weak the Japanese yen could get, which has benefited markets there to a large degree.

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27 December 2022
Bigger Picture: Can China reopening reduce impact of global recession?
Heng Koon How, Head of Markets Strategy, UOB discusses how much the risk of recession will be next year, even with China's economy reopening - and why the Japanese yen and gold prices are set for significant upside in 2023.

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8 September 2022
Bigger Picture: King dollar steamrolls over Asian currencies
Heng Koon How, Head of Markets Strategy at UOB discusses the implications of a stronger USD for Asia, as well as how a weaker Chinese RMB will affect the region.

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19 April 2022
Market View: Of World Bank Downgrades and Inflation Worries
The World Bank cut its outlook on Global GDP growth to just 3.2%, citing risks related to the Russia-Ukraine war, inflation, and COVID-19 concerns. Heng Koon How, UOB's Head of Markets Strategy, joined us on Prime Time again to provide a mid-month check on how this is shaping the economic and market outlook, and what investors can do to mitigate these risks.

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24 March 2022
Market View: How Commodity Price Swings May Figure in UOB's 2Q Outlook
The end to the 1st quarter was marked by heightened volatility linked to Russia's invasion of Ukraine, and its impact on surging crude oil prices. How might this shape the second quarter of 2022? And what must investors brace for if the US Federal Reserve hikes rates at a more aggressive clip? Heng Koon How, Head of Markets Strategy at UOB, joined us on Prime Time to share their outlook for the next 3 months.

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3 March 2022
Bigger Picture: OPEC+ did not ride to the rescue
Heng Koon How, Head of Markets Strategy, UOB discusses how sustainable the rally in oil prices will be and the implications for the global economy, as well as how it may feed into the Fed's rate hike policy.

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15 February 2022
UOB's Outlook on Rates, Volatility, Other Risk Sources
With markets adjusting to the prospect of rising interest rates from the Federal Reserve, the question is how quickly might the US Central Bank move? According to UOB's Head of Market Strategy, Heng Koon How, they're expecting the Fed to act fast and pull the trigger on a larger 50 basis point hike next month. He spoke to JP Ong on Prime Time about what this might mean for market volatility, and his thoughts on signs of the Treasury yield curve flattening, the path forward for Asian central banks including Singapore's MAS, and what recent Russia-Ukraine tensions mean for markets grappling with even more uncertainty.

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11 January 2022
Of Fed Hawks, Chinese Slowdowns and GST Hikes in Singapore
Heng Koon How, Chief Markets Strategist for UOB, spoke to JP Ong on Prime Time about what he's bracing for in markets this year, touching on multiple rate hikes from the Federal Reserve, China's economic slowdown, and the prospects of a possible GST increase in Singapore, and if the economy has the cushion to absorb this.

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9 December 2020
Bigger Picture: Vaccine progress scenarios - Bill Gates, Conservative or Zombie
Heng Koon How, Head of Markets Strategy, UOB talks about the various scenarios that could play out as COVID-19 vaccines roll out, and where investors should invest in 2021.

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28 June 2019
The Bigger Picture: G20 preview & recession warning signs
Heng Koon How, Head of Markets Strategy, UOB breaks down the probability of various outcomes from the G20, why USD/SGD is heading to 1.41 by year end, and why gold prices are on their way to $1,500 by mid-2020.

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Macro Market, Rates and FX Outlook
Heng Koon How, Head of Markets Strategy, UOB Bank shares what we should look out for this week in the macro market outlook and how that will play out for major currencies.

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