BFM Media

Market Watch

News EN ↓ 6079 episodes

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Author

BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

A Dovish Fed, Is It Time To Buy Bonds? 12.02.2019

We speak to Dodge to ponder his thoughts and opinions on the latest turn of the US bond markets, the climb made by Dow admist concluding talks to prevent another shutdown by the US government and the impending domination of Amazon with acquisition of yet another company.  00:20 - Dow jumps more than 300 points on a tentative deal to avert government shutdown 01:46 - Should we be giv...

Warren's Presidential Bid, Forex Reactions to Brexit and Krugman on the Fed 11.02.2019

We speak to Joe about the impact the trade war on consumer staples, the potential US Government Shutdown, market reactions to Brexit and Elizabeth Warren's bid for the US Presidency. Seperately, we also speak to Vishnu about Paul Krugman comments that the Fed is running out of options to deal with a recession. See omnystudio.com/listener for privacy information.

Tech Earnings - A Mixed Bag 10.02.2019

We speak to Kingsley about this season's mixed tech earnings and to Vishnu about the implications of the BOE's lowered growth forecast. Listen in. See omnystudio.com/listener for privacy information.

SoftBank, An Example of a Good Buyback? 07.02.2019

The Morning Run team speaks to Tim Mulholland about U.S. corporate earnings, including Twitter, Disney and the FAANGs. We also spoke to him about inflamed trade tensions and Bank of England's monetary policy decision. See omnystudio.com/listener for privacy information.

One Year In - How Has Powell Fared? 06.02.2019

US and China are reportedly making a "big commitment" to reach an agreement in their trade negotiations by 1st of March. We ask Vasu what his take on this statement is and also what kind of damage is projected to happen if China and the US do not reach an agreement. Listen in. See omnystudio.com/listener for privacy information.

US Earnings: Facebook, Amazon and Tesla - What Stood Out? 03.02.2019

US markets look positive following a slew of tech earnings released over the last 2 weeks. We ask Kingsley what are some of the numbers and observations that caught his attention. See omnystudio.com/listener for privacy information.

What’s Behind the Gold Rally? 30.01.2019

Earlier this morning, Federal Reserve Chairman Jerome Powell held a news conference following the central bank’s inaugural rate-setting meeting. We ask Vishnu what his key takeaways were. Also, gold advanced to an 8-month high yesterday as investors awaited clues from Powell about the outlook for U.S. monetary policy. Vishnu tells us if the rise in gold a signal of lower interest rates and w...

Earnings Takeaway: Can Apple Still Grow? 29.01.2019

Apple came out with their holiday-quarter earnings a little while ago. And while iPhone sales fell, revenue from other businesses grew from a year earlier. The tech giant alos said their fiscal second-quarter revenue will be between US$55 billion and US$59 billion. We ask Dodge what caught his attention - especially in light of their revenue forecast downgrade just earlier this month. See omnystud...

Volatility Lies Ahead on Rate Conundrum 28.01.2019

Weak corporate earnings, trade concerns and tepid global growth are stymieing Jerome Powell and his cohorts at the Federal Reserve as they try to chart a course towards normalcy in borrowing rates. Do they continue to tighten, or as the markets are suggesting, begin to cut - again? We speak to Joe about all of this and more. See omnystudio.com/listener for privacy information.

Earnings This Week: Prepare For Disappointment 22.01.2019

The International Monetary Fund is warning that the world economy is slowing and that could get worse if countries continue to squabble over trade. They have also updated their World Economic Outlook for growth in 2019. We speak to Dodge about that and more. Listen in. See omnystudio.com/listener for privacy information.

US Equities On The Rise, Have We Missed The Boat? 21.01.2019

US equities and oil has been on the rise. We speak to Joe today about that. We also speak about US-China trade tensions and whether Asean would need to make a choice between the two biggest economies if they cannot come to an agreement.  Listen in. See omnystudio.com/listener for privacy information.

Brexit: Still No Deal, What are the Implications Beyond the UK? 17.01.2019

Brexit is looming and the UK looks to still be unprepared for it. We talk to Carlos today about the Sterling trading patterns right now and what that would indicate for the future. We also speak to him about China and their recent injection of funds into the banking system.  Listen in.  See omnystudio.com/listener for privacy information.

2019 Ringgit + Local Market Outlook 17.01.2019

Cheryl shares her insights and view on the ringgit and market outlook. We also discuss oil. We also ask Cheryl if Nomura's latest concerns on the Malaysian market is warranted. Finance Minister Lim Guan Eng and Japanese brokerage Nomura got into a mini-tiff last week over concerns of fiscal slippage that could trigger capital outflows. Cheryl weighs in. Listen in. See omnystudio.com/listener for p...

Brexit And Markets 15.01.2019

Prime Minister Theresa May’s Brexit deal was rejected by Parliament. She now faces a confidence vote in her government. What's the market impact following the latest results from the Brexit vote? Where do markets go from here? We get Dodge's input on this. See omnystudio.com/listener for privacy information.

Is It Time To Bargain Hunt? 10.01.2019

We speak to Vasu about global stocks today. The MSCI All-Country World Index is up about 8% since Christmas and the S&P 500 had its best 10-day performance in 10 years - what does this all indicate? We also speak to him about the FAANG stocks and the 2019 concerns with the tech sector. Previously, we've discussed China's economic slowdown and today we also get Vasu's two-cents on the matter an...

Singapore: What are the Defensive Sectors for 2019? 09.01.2019

We speak to Geoff Howie, Market Strategist in the Singapore Exchange and ask for his thoughts on the recent news that total buybacks in Singapore last year was 3x the previous year. The STI is also generating an annualised total return of 9.2% since 2008, we ask Geoff what the outlook for 2019 and the next 10 years are. Finally, we have a chat about the defensive sectors in Singapore in 2019.&nbsp...

The Yen Flash Crash - What Happened? 08.01.2019

A week into 2019 and we already saw the Yen "Flash Crash", we look into what happened and why. The US-China trade talks are underway, with Chinese Vice Premier Liu He appearing unexpectedly on the first day - we speak to Dodge about whether reconciliation is around the corner. Also, later today the U.S. Federal Reserve will be publishing a readout from its mid-December meeting, what will the marke...

Powell's Patience - Just Temporary Relief? 07.01.2019

We speak to Vishnu about the Fed and US Equities today. The Fed's Jerome Powell has come out to comment on the possibility of slowing down rate hikes in an attempt to calm markets. We explore whether this is spoken as a temporary relief or is it indicative of the Fed adjusting their monetary policy this year. Apple's revenue forecast cut, trade talks and China's economic slowdown is also on the ta...

Market Sell Off - Just A Correction? 06.01.2019

All eyes are on the American officials scheduled to visit Beijing this week to resume trade talks and potentially put an end to the US-China trade war. We talk to Stephen about his thoughts on this and also what clues investors should be watching out for in the Fed's minutes. It's also been a rocky start to 2019, is this a sign of rockier times ahead or is it just too early to tell? Listen in to s...

How Far Has The Apple Fallen? 03.01.2019

Equities had their ugliest year since 2008 last year, made worse by Apple’s earnings cut yesterday. Apple plunged the most since 2013, citing a greater than expected economic slowdown in China for their forecast revision. In addition, the S&P 500 Index tumbled 2.5% for the steepest sell-off since Christmas Eve.  We speak to Tim Mulholland about all of the above. Liste...

How Will Oil Price Affect 2019? 03.01.2019

We speak to Julia about Singapore's recent GDP numbers, what that means and its implications to the region. We also spoke to her about Malaysia's economy and the potential impact of declining oil prices on Budget 2019. See omnystudio.com/listener for privacy information.

Worst Year Since 2018 - Where Are The Funds Going? 02.01.2019

The S&P 500 Index cratered 6.2 percent last year, the worst yearly close since the 2008 financial crisis. Will the weak economy be a key theme in 2019? We ask Tony Nash to weigh in on this, Apple's lowered forecast and more. See omnystudio.com/listener for privacy information.

Markets - What Can We Expect in 2019? 01.01.2019

We speak to Vishnu Varathan about his market expectations for 2019. See omnystudio.com/listener for privacy information.

OANDA: "Bohemian Rhapsody" Type of Market Conditions 30.12.2018

Stephen assesses the current market sentiment, where "nothing really matters", as we close out the year. He also evaluates 2019 risks such as China's economic growth, US-China trade war, and oil prices. See omnystudio.com/listener for privacy information.

Coface: Brace for a Slightly Tougher 2019 27.12.2018

Carlos outlines major risks that could weigh on global economic growth next year, while highlighting potential outperformers in Asia. See omnystudio.com/listener for privacy information.

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