19 December 2023
Bigger Picture: What will the BOJ's path towards normalisation look like?
Francis Tan, Senior Investment Strategist, UOB Private Bank, weighs in on expectations for the BOJ's final monetary policy meeting of the year; the potential path towards normalisation and scrapping of negative interest rates in 2024; headwinds that may delay rate hikes; and the outlook for the yen.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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Listen To His Previous Podcasts:

10 March 2023
Bigger Picture: Keeping watch for BoJ and Fed surprises
Francis Tan, Senior Investment Strategist, UOB discusses if outgoing Bank of Japan governor Haruhiko Kuroda is likely to shake the boat in his last meeting, and also what further interest rate hikes by the Federal Reserve will mean for stock markets this year.

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30 December 2022
Bigger Picture: Layoffs are lagging indicators for tech companies
Francis Tan, Senior Investment Strategist, UOB Private Bank discusses the three themes in his focus in 2023: peaking inflation and Fed risks, high odds of a US recession, and anticipating the next upcycle.

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30 September 2022
Bigger Picture: Looking out for the signs of a potential recession
Francis Tan, Senior Investment Strategist, UOB Private Bank discusses fears mounting after central banks hike rates to fight inflation and what US economic data to look out for.

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24 June 2022
Bigger Picture: Is the US set for recession next year?
Fears are building up around stagflation and a potential recession. Francis Tan, Senior Investment Strategist, UOB Private Bank shares his views on the likelihood of this happening next year and the some indicators he is watching closely that will be the impact on markets,

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24 May 2022
Bigger Picture: Market selloff overdone
Francis Tan, Senior Investment Strategist, UOB Private Bank discusses why technology stocks are attractive now, and how investors should read into the patchy growth indicators from the US and China.

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4 March 2022
Bigger Picture: Index compilers to remove Russia, China weighs new Covid Strategy
Francis Tan, Senior Investment Strategist, UOB Private Bank discusses what to expect from China's "two sessions", reports that China is weighing an exit of its Zero-Covid strategy, and and how new capital flows could go to emerging markets.

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21 May 2021
Bigger Picture: US initial jobless claims hit new pandemic-era low
Francis Tan, Investment Strategist, UOB Private Bank discusses how much the positive US jobs data will move the timeline for interest rate hikes, and the outlook for cryptocurrencies after wild swings in the past few days.

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16 April 2021
Bigger Picture: Wall Street hits record highs on strong jobs, retail sales
Francis Tan, Investment Strategist, UOB Private Bank discusses the strong initial jobless claims data, earnings and retail sales numbers helping to lift investor sentiment, ahead of China's release of Q1 GDP.

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26 March 2021
Bigger Picture: Deciding between US and China tech stocks
Francis Tan, Investment Strategist, UOB Private Bank, discusses why despite the narrative of sector rotation to cyclicals, there is a good fundamental opportunity in technology stocks.

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15 January 2021
Bigger Picture: Biden unveils $1.9b stimulus package
Francis Tan, Investment Strategist, UOB Private Bank discusses the market reaction to the latest US fiscal relief measures, and what the Buffett Indicator is saying about whether to buy or sell now.

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