Market Insights Podcast - Geopolitical risk uptick ahead of Taiwan Presidential Election with Tokyo, AU and US inflation on the radar next.

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Kelvin Wong Bio Image
By  Kelvin Wong

8 January 2024 at 21:48 UTC

OANDA Senior Market Analyst Kelvin Wong joins Jonny Hart to discuss this week's key economic data and events; Taiwan Presidential Election this weekend which may trigger a geopolitical risk uptick that gave rise to the underperformance of the China and Hong Kong stock markets at the start of the week. Inflation data out in the US where a weakening in core CPI for December is likely to keep the Fed's dovish pivot alive, in turn, ignite another potential fresh downleg in US dollar weakness and risk-on behaviour. Also, US Q4 2023 earnings kickstarts this Friday, 12 January with the major financials reporting before the start of the US session; Citigroup, Bank Of America, JP Morgan Chase, Wells Fargo, and BlackRock.

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