Neil Newman, Head of Strategy at Astris Advisory, tells Nitin Dialdas we’re hearing more comments on the yen being undervalued, so many are keeping watch for intervention from Japan’s Ministry of Finance, however he explains why this is not the solution to the problem. Moving onto what we can expect from central banks, Anthony Malouf, Economist at Ebury, explains why he thinks we’re unlikely to see the Fed make a move.

Carolyn Wright is joined by Stephanie Leung, CIO of Stashaway, who gives us her outlook for market drivers in the second half of 2026.

Samar Sen, Head of International Markets at Talos, talks on the outlook for digital assets, taking a dive into institutional appetite, the rise of stablecoins and tokenised assets, and what’s happening around regulation.