2 November 2023 
Bigger Picture: What factors may influence the Fed to raise interest rates heading into 2024?
Sanjay Guglani, CIO, Silverdale Capital, weighs in on the Fed's decision to hold interest rates steady, and whether it was in line with expectations.
Can we expect further rate hikes in time to come? We also get his take on disinflation and the recent jump in Treasury yields, and the possibility these two factors may reduce impetus for the Fed to raise rates again.
Presented by Emaad Akhtar
Podcast edited by Audrey Siek (audreysk@sph.com.sg)

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Listen to his previous podcasts:

15 June 2023
Bigger Picture: Fed pause - a comma, not a full-stop
Fed Chairman Jerome Powell has announced a pause in the rate hike for the first time since early 2022.
What are the implications and what opportunities do this bring to us in Asia?
Sanjay Guglani, Chief Investment Officer, Silverdale Capital, unpacks it with us.
Presented by Sean Cheong
This podcasted is edited by Anthea Ng (nganthea@sph.com.sg)

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28 October 2022
Bigger Picture: How much will inflation moderate?
Sanjay Guglani, CIO, Silverdale Capital discusses how investors should position themselves for expectations that inflationary pressures will moderate on some fronts, and why opportunities in Fixed Income are emerging to become more attractive than even equities.

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31 August 2022
Bigger Picture: Fed rate hike expectations climb
Sanjay Guglani, CIO, Silverdale Capital, discusses whether peak inflation has passed, as well as how investors should position themselves between equities and fixed income.

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15 July 2022
Bigger Picture: Recession fears weigh on risk appetite
Sanjay Gulgani, CIO, Silverdale Capital, discusses the implications of the decades-high US inflation reading for June at 9.1%, and the implications for investors amid rising expectations of more aggressive monetary tightening.

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