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366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk

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Manage episode 484133129 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates.
All data is sourced from LSEG as at 21 May 2025 unless otherwise stated.
For professional investors only. Capital at risk.

  continue reading

361 episodes

Artwork
iconShare
 
Manage episode 484133129 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates.
All data is sourced from LSEG as at 21 May 2025 unless otherwise stated.
For professional investors only. Capital at risk.

  continue reading

361 episodes

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