Data speaks louder than words

In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Officer in APAC, Stefanie Holtze-Jen, highlights her recent discussions with clients regarding the upcoming elections over the course of 2024 and the implications for geopolitical risk as well as markets' expectations regarding future rate cuts. For Asia specifically, Stefanie touches upon our outlook for the major economies in the region; China, Japan and India and their impact on markets.

Stefanie will be looking closely at the U.S. December core PCE data this week, a core indicator for the Federal Reserve’s monetary policy decisions as well as the first reading for U.S. Q4 GDP. She’s keen to see if the data continues to support the ‘soft landing’ narrative and recent price action regarding rates.

Tune in and listen to Stefanie’s key thoughts for the week ahead.

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