27 September 2023
Bigger Picture: The global impact of China's Golden Week holidays
Louis Teo, Market Strategist, Fullerton Markets discusses at length on JP Morgan CEO Jamie Dimon's warning on the worst-case scenario of benchmark interest rates hitting 7%, why is the greenback keeping its swagger as the Fed continues to fight inflation as well as the ongoing property crisis in China with the Golden Week holidays coming up.
Presented by Willie Keng
Podcast edited by Anthea Ng (nganthea@sph.com.sg)

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Listen to his previous podcasts:

16 August 2023
Bigger Picture: Will China repeat Japan's property bubble of early 1990s?
A sharp drop for Wall Street capped a day of declines around the world overnight after discouraging data on China raised worries about the global economy.
An unexpected key interest rate cut, skipping a report on how many of its younger workers are unemployed, plus the ongoing concerns of deflation, property slump and sputtering growth.
Worries about the knock-on effects for the rest of the global economy have weighed on markets and many have been asking if we are witnessing early signs of Japan-style deflation in China in the early 1990s?
Louis Teo, Senior Market Strategist at Fullerton Markets breaks it all down on the Bigger Picture.
Presented by: Sean Cheong

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4 May 2023
Bigger Picture: USD to still see support, even after likely Fed pause
Louis Teo, Senior Market Strategist, Fullerton Markets discusses why the US dollar will still see some strength as other factors come into play including geopolitical tensions, even despite the FOMC hinting that it has reached the end of its hiking cycle.

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8 January 2021
Bigger Picture: Thai Baht poised to be 2021's strongest Asian currency
Louis Teo, Market Strategist, Fullerton Markets shares his market outlook, including which sectors will benefit most from the "Blue Sweep" and how much more momentum is behind the Bitcoin rally.

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12 May 2020
Bigger Picture: How to diversify as markets run ahead of themselves
Louis Teo, Market Strategist, Fullerton Markets explains why markets and the economy seem to be disconnected and how investors can diversify their portfolios.

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