Market Insights Podcast (Episode 340)

Jonny Hart speaks to APAC Senior Market Analyst Jeffrey Halley about news impacting the market and the week ahead.

It has been a Bonfire of Vanities in Asia today as equities tumble and the crypto meltdown continues. We start the podcast off with a recap of Friday’s torrid session post the US inflation data. We look at equities and cryptos as well as what has happened over the weekend and today in that space. Then it’s over to an old bugbear of mine, asset price inflation. With central banks in tightening mode, the playbook of the last 20 years just doesn’t cut it this time. Then it’s into the week ahead and we start with the Bank of Japan on Friday post-FOMC. We chat about the outlook for USD/JPY and “what if” the BOJ tinkers with policy this Friday. Then it’s over to the FOMC mid-week, surely the highlight for this week. A 50bps point hike, but what about those inflation numbers? Surely one of the most closely watched meetings in recent memory. As if that wasn’t enough, the Bank of England and Swiss National Bank also have policy decisions on Thursday. We discuss that and UK inflation. Finally, it’s time to circle back to the crypto space, is its time of reckoning upon us?

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Jeffrey Halley

Jeffrey Halley

Senior Market Analyst, Asia Pacific, from 2016 to August 2022
With more than 30 years of FX experience – from spot/margin trading and NDFs through to currency options and futures – Jeffrey Halley was OANDA’s Senior Market Analyst for Asia Pacific, responsible for providing timely and relevant macro analysis covering a wide range of asset classes. He has previously worked with leading institutions such as Saxo Capital Markets, DynexCorp Currency Portfolio Management, IG, IFX, Fimat Internationale Banque, HSBC and Barclays. A highly sought-after analyst, Jeffrey has appeared on a wide range of global news channels including Bloomberg, BBC, Reuters, CNBC, MSN, Sky TV and Channel News Asia as well as in leading print publications such as The New York Times and The Wall Street Journal, among others. He was born in New Zealand and holds an MBA from the Cass Business School.
Jeffrey Halley
Jeffrey Halley

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