Market Watch

Wall Street stocks appear to be struggling to find its footing following last week's tumble as investors remain nervous that the AI-driven run in chips had risen too far, too fast. Joseph Sroka, Chief Investment Officer at NovaPoint Capital helps us make sense of these developments. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Wall Street staged a mild tech-related recovery following a more than 5% decline on the Nasdaq, over the previous three sessions. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, analyses the events of the past few days and how they might guide investment decisions. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Global markets were rattled by a sharp sell-off last week, with technology stocks leading the decline and investors reassessing the outlook for interest rates, valuations, and economic growth. Stronger-than-expected US labour market data has revived concerns that monetary policy may need to remain tighter for longer, putting pressure on equities, bonds, and even traditional safe havens such as gol...

Cryptocurrency markets are facing renewed pressure as Bitcoin retreats sharply from its highs, even as global equity markets continue to rally on the back of AI enthusiasm and strong technology earnings. Capital appears to be flowing back into traditional growth assets, while ETF outflows, long-term holder selling, and weakening sentiment have raised fresh questions about institutional demand for...

Overnight saw the release of Australia's first quarter GDP numbers while the US' unemployment indicators are set to be released tonight. Hebe Chan, Senior Market Analyst at Vantage Market, dissects these numbers and what it would mean for interest rate decisions by the US Federal Reserve and the Reserve Bank of Australia. Image Credit: Shutterstock See omnystudio.com/listener for privacy informati...

Malaysia’s banking sector started 2026 on a stronger-than-expected footing, with loan growth picking up, credit demand holding firm, and asset quality remaining stable despite a challenging global backdrop. Raymond Ng, Equity Analyst at Hong Leong Investment Bank unpacks what is driving this sector and what investors can expect. Image Credit: Shutterstock See omnystudio.com/listener for privacy in...

Latest data reveal that US services activity accelerated in May, while employment registered a slight slowdown. Meanwhile, equities on Wall Street have broken a nine-day winning streak but optimism still surrounds tech and AI counters. Tony Nash, CEO of Complete Intelligence discusses these developments and their impact on US interest rates going forward. Image Credit: Shutterstock See omnystudio....

How are the major East Asian economies - China, South Korea and Japan - navigating external headwinds? We analyse the latest economic data with Carlos Casanova, Senior Economist at UBP. See omnystudio.com/listener for privacy information.

Overnight, news that the US-Israel war on Iran may see a resolution spurred markets. However, this also comes as central banks turn more hawkish and companies continue to ramp up AI and tech spending. Tim Mulholland, President at TJM Limited, outlines how he thinks investor might position themselves going forward. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Recent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will dictate central banks' actions in the coming weeks. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

News that there might be a resolution to the US-Israel war on Iran has been dominating market sentiment with the latest (conflicting) updates causing equities to rise and crude oil to fall. Laurent Lequeu, an independent market with the Macro Butler newsletter shares his insights on what sectors to pay attention to. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Asian indices like the Taiwan Index and South Korea's Kospi have rallied on the back of the global AI boom. How attractive is the Asia tech hardware sector for investors? David Chow of Azure Capital weighs in on this and other market trends. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Malaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two years. But fresh macro data is beginning to paint a more cautious picture. Jessica Low a senior analyst at MBSB Research shares her outlook for this sector, the key risks ahead, and where she still sees value. Image Credit: Shutterstock See omnystudio...

S jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach the highest in about 4½ years. Tim Waterer, Chief Market Analyst at KCM Trade, shares his insights on this would guide the decisions of the US Federal Reserve and the Reserve Bank of Australia. Image Credit: Shutterstock See omnystudio.com/listener...

Overnight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above expectations. Tony Nash, CEO of Complete Intelligence, joins us to analyse what these developments might signal for markets ahead. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Global bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What does this mean for the outlook of regional equities? We discuss market trends with Dilin Wu of Pepperstone. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lower, but our ringgit has managed to maintain strength this year. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence joins us to talk about how currencies in the region will perform in the current quarter. Image Credit: Shutterst...

The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on this as well as what sectors to look at going forward. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait of Hormuz blockade ongoing, how should investors position their portfolios? Kingsley Jones of Jevons Global weighs in. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia Pacific index hovers near record levels, the momentum is dangerously concentrated in a single sector. Aidan Yao of Amundi joins the show to unpack why risk of complacency by investors and whether the AI Memory Supercycle has entered bubble territory....

Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields and surging inflation, Tim Mulholland of TJM Limited joins the show to unpack the exuberance behind the 7,500 milestone and what a Kevin Warsh led Federal Reserve means for your portfolio. We explore the growing concentration risk in the US and w...

Are soaring tech stocks blinding the market to a structural collapse in the traditional economy? While AI demand creates a high-growth "mirage" in the Nasdaq, the reality at the factory gates is sobering. With US inflation hitting a three-year high and energy prices surging, the global economy is fracturing into two distinct speeds. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, j...

The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally? We discuss the trends to watch with Mich Schneider of Market Gauge. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, driven by a surge in wealth management and fee income that now accounts for nearly 40% of their total earnings mix - what does this mean for the sector? We discuss with Geoff Howie, Market Strategist, Singapore Exchange. Image Credit: Shutterstock See...

Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil prices remain elevated, geopolitical tensions persist, and inflation risks re-emerge, what could challenge the momentum behind this powerful market rally? Image Credit: Shutterstock See omnystudio.com/listener for privacy information.