US market outlook and insights

One battle after another: Markets, rates & the AI-powered rally

Key topics

Find out how war, energy shocks and supply-chain disruptions could impact markets and the global economy 

Discover how strong earnings and the AI boom are driving resilient markets

Understand the market divergence and key trends to watch in the months ahead

Details

Date:
27 August 2026, Thursday

Time:
7:00pm – 10:00pm
Registration starts at 6.30pm.

Location:
OCBC Campus Level 301 Auditorium
260 Tanjong Pagar Road
Singapore 088542

Limited seats available. Registration is on a first-come, first-served basis.

Get market insights from Nasdaq’s Chief Economist and OCBC Group Research analysts.

EVENT HIGHLIGHTS
6:30pm
7:00pm
7:05pm
7:35pm
8:20pm
8:50pm
9:10pm
Programme
Registration, refreshments and networking
Welcome Address
Wilson He
Managing Director, OCBC Securities
Market Overview and OCBC Investment Outlook
Carmen Lee
Head of Equity Research, OCBC Group Research
US Market Outlook, Inflation and Interest Rates
Phil Mackintosh
Chief Economist, Nasdaq
Technology Sector Outlook: Key Trends, US Tech Leadership and Investment Themes
Gene Lai
Assistant Vice President, OCBC Group Research
Share Lending Opportunities
Yvonne Goh
Executive Director, Securities Products, OCBC Securities
Networking
About the Speaker
Carmen Lee

Carmen Lee
Head of Equity Research, OCBC Group Research

Carmen Lee is an equity strategist and analyst with research experience across leading global and regional institutions, including UBS, Standard Chartered and OCBC. She has covered a broad spectrum of Asian and Singapore sectors, from Technology to Financials, providing deep market insights and actionable strategies to institutional and private clients.

During her 25 years with OCBC Group, she has headed the bank’s equity research team in five key business units, starting with Global Investment Banking followed by Group Consumer Financial Services, Group Finance, Bank of Singapore, and most recently, Global Markets. In her latest role as Head of Equity Research at Global Markets, she aspires to strengthen the group’s equity franchise through strategic research and market insights.

Phil Mackintosh

Phil Mackintosh
Chief Economist, Nasdaq

Phil is the Chief Economist and a Senior Vice President at Nasdaq. Currently, he manages Nasdaq’s microeconomic research. He joined Nasdaq in 2018, bringing over 30 years of financial, operational and trading experience.

Gene Lai

Gene Lai
Assistant Vice President, OCBC Group Research

Gene is a technology equity research analyst with experience across both equity research and investment banking. He was most recently at OCBC Corporate Finance, where he advised on equity capital markets (ECM) and M&A transactions, primarily within the technology sector, spanning both software and hardware companies. Prior to that, Gene was an equity research analyst at Maybank, covering the technology hardware, internet and healthcare sectors.

Important notes
  • Disclaimer

    Trading in capital markets products and borrowing to finance transactions (including, but not limited to leveraged trading or gearing) can be very risky, and you may lose all or more than the amount invested or deposited. Where necessary, please seek advice from an independent financial adviser regarding the suitability of any trade or capital markets product, taking into account your investment objectives, financial situation, or particular needs before making a commitment to trade or purchase the capital markets product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the capital markets product is suitable for you. You should carefully consider and exercise caution in making any trading decision whether or not you have received advice from any financial adviser.

    The information provided herein does not take into consideration your investment objectives, financial situation, and particular needs. Any reference to a company, financial product or asset class is used for illustrative purposes only. Where any graph, chart, formula or device is included, there may be limitations and difficulties in respect of its use. Where any historical information is included, past performance is not necessarily indicative of future performance. OCBC Securities Private Limited (“OCBC Securities”) makes no representations or warranties (including as to the accuracy, timeliness or adequacy) in respect of any information provided herein, or in your personalised AI watchlist (generated based on demographic data and your trading history with OCBC Securities), and it should not be relied upon as such. Such information should not be construed as personal trading recommendations or financial advisory in any manner from OCBC Securities. OCBC Securities does not undertake any obligation to update the information or to correct any inaccuracy that may become apparent at a later time. OCBC Securities shall not be responsible for any loss or damage howsoever arising, directly or indirectly, as a result of any person acting on any information provided herein.

    The information provided herein is intended for general circulation and/or discussion purposes only and may not be published or circulated in whole or in part without our prior consent.

    All views or information expressed or provided by the speakers during or in relation to the event or herein belong to and are that of the speakers and are for information purposes only. They do not take into account the specific objectives, financial situation or particular needs of any particular person. You should not make any decisions without independently verifying or assessing the contents. These materials have not been prepared by OCBC Securities. OCBC Securities does not endorse or make any representation or warranty, and shall not be responsible for any loss, in connection with their contents (including as to their accuracy, completeness or compliance with any legal or regulatory requirements).

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