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Bigger Pic: Politics, the Fed, and Tech Earnings
Published 8 months ago
Description
Global markets start the week in wait-and-see mode as geopolitical headlines, tariff talk, and a pivotal Federal Reserve meeting collide with a heavy slate of tech earnings. Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, discusses shifting market sentiment, what truly matters on the macro calendar, the implications for the US dollar and gold, and what investors should watch as earnings season hits full stride.
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