How much political risk is the market really pricing in?

from BT Market Focus · host The Business Times

Political risk is back in the spotlight, with fresh uncertainty around the US Federal Reserve and rising tensions across Venezuela, Greenland and Iran.  Yet markets refused to blink.  In this week’s Market Focus Weekly, host Emily Liu and Aninda Mitra of BNY Investments unpack why Asian stocks continue to rally, what Japan’s upcoming snap election could mean for equities, bonds and the yen, and why gold and silver have surged,  even as investors stay broadly risk-on. Highlights: 01:22 Fed independence at risk? 03:25 Geopolitics feeds risk 07:25 “Sell America” 10:04 Yen and Won weakness 11:27 Japan’s snap elections --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Emily Liu ([email protected]) With Aninda Mitra, head of Asia macro and investment strategy, BNY Investments Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily Liu & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.