S2E27: How much political risk is the market really pricing in?

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

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

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

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