BFM Media
Market Watch
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.
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Is the Tide Turning in Global Markets? 26.12.2018 10:32
The S&P500 and the Dow Jones gained 5 percent each, while the Nasdaq ended up 5.8%, marking the biggest rally for US equities since 2009. Meanwhile, Brent futures gained over 9% overnight. Does this mark a return of global risk appetite? Vishnu weighs in on these latest market moves, while sharing his outlook on the global economy for 2019. See omnystudio.com/listener for privacy information.
Could China Widen Fiscal Deficit in 2019? 20.12.2018 9:45
China's Central Economic Work Conference this week aims to set economic policy objectives for 2019, set against a backdrop of slowing growth and expected external headwinds, including the US-China trade war. Carlos previews the potential policy to be announced by China in March 2019. He also shares his outlook on Malaysia's monetary policy, given the policy stances by central banks around the worl...
2019 - Year for Active Investments 20.12.2018 9:48
With four US rate hikes this year, the Fed appears to indicate two more rate hikes in 2019. How might Asian assets be affected next year by global risks such as the Fed's tightening path and the US-China trade war? Geoff weighs in. See omnystudio.com/listener for privacy information.
US Stocks - Weak for a While 18.12.2018 8:38
US equities endured another volatile session, as markets prepare for the Fed's final policy decision of the year. Dodge shares how he thinks the Fed will move on rates in 2019, and how that could affect the dollar and the stock market moving forward. See omnystudio.com/listener for privacy information.
Have Markets Bottomed Out? 17.12.2018 10:31
US stocks plunged overnight, with the Dow and the S&P 500 set for its worst December since the Great Depression, while, US small-cap stocks entered a bear market. This comes ahead of the Fed's final rate decision for 2018. Joe shares his near-term outlook for US equities, and outlines expectations for stimulus within major economies in 2019, given the expected global economic slowdown nex...
The B Word and The Bank of England 16.12.2018 9:14
The US Federal Reserve is slated to announce its last rate decision for the year and a rate hike is a near-certainty. The Bank of Japan is also expected to make a policy announcement. The European Central Bank announced their QE programme will end this year, and the Bank of England also has news lined up. We look into all the news with Stephen Innes today on Market Watch. See omnystudio.com/listen...
Is The Party Over For Europe's QE? 13.12.2018 9:22
The European Central Bank announced it will end its quantitative easing programme at the end of this month. This 3 trillion US dollar bond-buying programme, which began nearly 4 years ago, was aimed at rescuing the European economy. But is this the right time to end the QE? We ask Tim. See omnystudio.com/listener for privacy information.
Brexit - Imminent Crisis Averted. Now What? 12.12.2018 8:35
Theresa May has fended off a no-confidence vote, which triggered a roller-coaster for the British pound. As the pound rallies in the wake of this latest news, we speak to Vishnu about what this development means for the Brexit path - and how that in turn could affect the UK economy. See omnystudio.com/listener for privacy information.
Tencent Music, Uber & Lyft: To Buy Or Not To Buy? 11.12.2018 8:27
The Morning Run crew spoke to Dodge about reactions around Huawei's Meng Wanzhou's release on bail and its implications on the trade war. We also dove into the tech sector - Tencent Music's listing and the Uber & Lyft race to IPO. See omnystudio.com/listener for privacy information.
Brexit No Deal - Has It Been Priced In? 10.12.2018 9:09
Theresa May has delayed the vote on her Brexit deal - possibly to next month. Following the announcement, the pound hit its lowest point since April 2017. We speak to Joe about how markets have been reacting to this development, and the possible consequences of a no-deal. See omnystudio.com/listener for privacy information.
Amidst Market Anxiety, Where's The Smart Money Going? 09.12.2018 9:02
We speak to Stephen about the volatile views that traders have when it comes to market news and rhetoric, in what he refers to as the "bizarre rinse cycle". Stephen also gets into smart money plays, U.S. equities and possible global central bank strategies going forward. See omnystudio.com/listener for privacy information.
How Long Can India remain as the World's Fastest Growing Economy? 06.12.2018 9:31
We speak to Carlos about his take on the Trump-Xi Trade Truce, the sustainability of the recent oil price rally and expectations for the Indian economy, the fastest growing economy in Asia. See omnystudio.com/listener for privacy information.
Emerging Markets Poised For A Turnaround? 05.12.2018 6:50
After a bruising 2018, some believe emerging market stocks may soon find their time in the spotlight. Will emerging market stocks be poised for a turnaround? RHB Research Institute's Peck Boon Soon speaks to us about the various factors that play into this and how he sees the markets ending this year. See omnystudio.com/listener for privacy information.
World Markets: Adopt Wait And See Approach 04.12.2018 8:46
Monday’s stock rally seems to have been a one-hit wonder with Wall Street's enthusiasm for the US-China trade truce has completely vanished with the Dow dropping nearly 800 points overnight. We get Dodge's view on this and discuss investing strategies investors should undertake in the current environment. See omnystudio.com/listener for privacy information.
Blowout Holiday Quarter? 03.12.2018 6:32
Beijing and Washington calls a cease-fire on tariffs - what impact would that have on our region's stocks? Also, il prices saw strong gains on Monday morning during Asian trading hours. Will we see finally see oil get back up? The Morning Run crew tackles this and more with Joe Quinlan. See omnystudio.com/listener for privacy information.
Throw Away the Dot Plot 29.11.2018 8:08
Yesterday minutes from the Federal Open Market Committee meeting were released, and it pointed toward a more flexible approach in the Fed’s gradual interest-rate increases -- this is after a ‘baked-in’ December hike, of course. The minutes have also reinforced comments made by Jay Powell a couple of days ago. So why did US stocks close lower? Has the market euphoria evaporated al...
Markets on Cloud Nine After Powell Speech 28.11.2018 8:30
Global equity markets gained after US Federal Reserve chair Jerome Powell struck a dovish tone in his speech. Vasu Menon, Vice President and Senior Investment Strategist with OCBC Bank Singapore shares his outlook on US interest rates, heading into 2019. See omnystudio.com/listener for privacy information.
Bitcoin and the Terrible, Horrible, No Good, Very Bad Week 27.11.2018 10:08
Cryptocurrencies have just had their worst week ever. Bitcoin is 82 percent below its high of $19,666 almost a year ago. Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York shares his thoughts on what is causing the crypto crash. He also weighs in on the expectations of headlines coming out of the G20 meetings and Fedspeak. See omnystudio.com/listener for pri...
Oil to Average $55-$65 in 2019 26.11.2018 8:31
Brent futures are now back above USD60 per barrel. Looking ahead to 2019, Goldman expects a 17% return for commodities in the coming months, while JPMorgan cut its outlook for oil by 10 dollars, down to an average ofUSD73 a barrel. Joe explains the supply and demand dynamics that may contribute to his expected USD55-65 per barrel range next year. See omnystudio.com/listener for privacy information...
G20: Trump the Dealmaker or Trump the Trade Warrior? 25.11.2018 10:16
Investors will be largely focused on Buenos Aires this week for the G20 summit with concerns around the trade war on their minds. President Donald Trump and President Xi Jinping are scheduled to meet for the first time since the US imposed tariffs on Chinese imports. Will we see Trump the dealmaker or Trump the Trade Warrior? We also speak to Stephen about oil’s continued decline, hitting th...
UK, EU Agree 'Lukewarm' Brexit Deal 22.11.2018 9:43
The UK and the European Union have firmed up the final part of the Brexit deal which appears to deliver some wins for UK Prime Minister Theresa May. Carlos analyzes Brexit's potential impact on Asian economies, and the resilience of Malaysia's economic fundamentals against external risks. See omnystudio.com/listener for privacy information.
Buying On Dips, Is It Still Viable? 21.11.2018 6:18
As market sentiments turn bearish, will the Federal Reserve change its mind about interest rates going forward? We also speak to Vishnu about the volatility in the markets, buying on dips and a potential liquidity squeeze. See omnystudio.com/listener for privacy information.
Time to Hold More Cash? 20.11.2018 8:40
Overnight, US markets saw one of the biggest losses in a single session since 2015. The S&P 500 erased its gains for the year, dragged lower by the tech hardware segment. Dodge shares his outlook on the year-end shopping season in the US, while helping investors navigate around Brexit uncertainty. See omnystudio.com/listener for privacy information.
Did Trump's Hopeful Tweet Impact Markets? 18.11.2018 9:17
Trade concerns have weighed on stocks in recent months in the midst of the escalating trade war between the US and China. However, stocks made a move higher in the US after President Trump said last Friday that he was hopeful that America and China could strike a deal on trade. Would this have an impact on markets this week? We speak to Kingsley about this. We also discuss the US dollar, sterling...
Sterling Loses Shine Over Brexit Drama 15.11.2018 10:02
The sterling saw its sharpest drop since 2017 against the US dollar, after four ministers quit Theresa May's cabinet. With her tenure as Prime Minister now being challenged, how could these political developments affect existing Brexit plans? Could this alter the monetary, fiscal, and economic outlooks for the UK? Vishnu weighs in. See omnystudio.com/listener for privacy information.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.