Oil shock's rate repricing: G4 holds, gold bullish, dollar firms

Oil shock, rate repricing, and a hawkish dilemma. The Middle East conflict has thrown global markets into turmoil, sparking rate hike speculation even as G4 central banks hold steady. Will the 'transitory' argument survive soaring crude prices? What’s up with the firm dollar, bullish gold, and stagflation fears being premature.? Howie Lim speaks to Ray Heung from Standard Chartered Bank to find out. Highlights: 00:54 The G4 holds rates 04:52 Near-term inflation expectations 06:34 Hawkish or dovish Fed? 08:43 Safe havens still safe? --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Ray Heung, senior Investment strategist, Standard Chartered Bank Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & 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.