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.
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Episodes
Is Europe Shooting Itself in the Foot? 23.11.2017 8:31
Germany's Social Democrat Party is considering having talks with chancellor Angela Merkel, which could ease the recent political impasse in Europe's largest economy. Mikio explains how such uncertainty may affect European assets, as well as its economic and monetary policy outlooks. See omnystudio.com/listener for privacy information.
Dark Clouds Looming? 20.11.2017 10:31
Tony shares his views on: 1. The impact of political uncertainty in Germany 2. The possibility of a potential trade dispute between China and the US 3. China's financial watchdogs' proposal to overhaul regulation of asset-management products 4. The direction of oil prices in 2018 See omnystudio.com/listener for privacy information.
'Bumpy' Year Ahead as Rate Rises Grip 19.11.2017 8:22
Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, discusses signs of weakness in emerging market bonds, proposed tax reforms in the US and his outlook for oil prices and equities in 2018. See omnystudio.com/listener for privacy information.
Upside Surprise for 3Q GDP, Ringgit? 17.11.2017 6:11
Bank Negara Malaysia is set to announce the 3rd quarter GDP today. Julia provides an analysis of the country's economic performance, and also her outlook on the ringgit. See omnystudio.com/listener for privacy information.
The US Economy is Galloping Along 16.11.2017 7:53
Tim shares his insights on: - Passing of tax bill by House Republicans and impact on the economy - Health of the US economy given strong economic data - Direction of oil prices in 2018 - Global stock market and commodity prices - China See omnystudio.com/listener for privacy information.
Fed, BOJ Policy Divergence 15.11.2017 8:13
Ben comments on the health of the world’s largest economy in light of yesterday's US economic data (October retail sales and inflation) before moving East to talk about Japan's running 15 years of deflation and its economic growth streak. Ben also provides his outlook on major central banks'netary policy outlook, given possible leadership changes at the BOJ and the Fed in 2018. See omnystudi...
China Now the Global Trade Leader? 14.11.2017 10:22
With Dodge Dorland on the line, we discuss Wall Street's perception of the multi nation Asian tour, the new TPP trade deal without the U.S. and the outlook for oil given recent developments. We end the conversation with a look at equities and the eurozone. See omnystudio.com/listener for privacy information.
Squaring Dalio's Gold Buys with US Market Fundamentals 13.11.2017 9:57
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, talks about the recent volatility in global stocks, US economic health, GE halving its dividend and his 2018 outlook, particularly versus Ray Dalio and Bridgewater's huge investment in gold. See omnystudio.com/listener for privacy information.
'Schizophrenic' Markets 12.11.2017 10:15
Stephen talks about how markets had their Jekyll-and Hyde moments last week. He gives his input on what is at play in the markets and currencies as well as what to expect moving forward. He also believes that the Trump trade is "dead in the water" and talks about the impact on markets from news of the new agreement that the 11 countries in the Trans Pacific Partnership (TPP) trade deal have agreed...
Power Consolidation in China is Good for Markets 09.11.2017 9:14
Mikio shares his insights on: -Key takeaways and implications of the recently concluded 19th National Congress of the Chinese Communist Party (CCP) -Trump's visit to China -Global corporate earnings for the 3rd Quarter of 2017 See omnystudio.com/listener for privacy information.
No End In Sight Yet To Stock Market Party 07.11.2017 9:46
Dodge shares his views on what is driving the current enthusiasm in world markets. Yesterday, Australia's stock market broke above 6,000 points for the first time since the global financial crisis, pushing past a psychological barrier while Japan's Nikkei jumped to a level not seen since 1992 on Tuesday morning. He doesn't see an end specifically to the party in the stock markets but he said they...
In US Stocks, What Goes Up... Goes Higher Still 06.11.2017 9:29
Joe Quinlan spoke about yet ANOTHER record high chalked up on US share markets and what's driving those inflows. He also discussed the repercussions of the Saudi royal family's clampdown on corruption and what it means for global energy prices and the Saudi Aramco IPO See omnystudio.com/listener for privacy information.
Trump Tees off Asian Tour 05.11.2017 8:21
Kingsley discusses : -President Trump's Asian tour and attendance at the ASEAN summit -Malcolm Turnbull's determination to pursue TPP without the US. -His take on potential rate hikes in 2018 -His view of the Australian economy and the potential upside in equities and commodities See omnystudio.com/listener for privacy information.
GOP Tax Plan is 'Pro-Growth' 02.11.2017 9:43
House Republicans have unveiled a tax plan which proposes a 20% corporate tax rate, a reduction to most individual tax brackets, and offshore earnings for MNCs to be taxed up to 12%. Tim also comments on President Trump's pick for the new Fed chair, Bank of England's first rate hike in over a decade, and global monetary policy. See omnystudio.com/listener for privacy information.
Trump to Yellen - "You're Fired" 01.11.2017 7:08
Media in the US are calling Jerome Powell as the President Trump's pick for the next chairman of the Federal Reserve. Trump is due to make an official announcement on this later today (Nov 2). Ben shares his views on the matter. Current Fed Reserve Chair Janet Yellen, 71, who is the first woman to lead the U.S. central bank, will become the first Fed chair since 1979 not to be reappointed to the j...
Amundi 'Quite Positive' on Ringgit 01.11.2017 11:22
Given the recent sell-off in Chinese bonds, Sergei gives his current take on emerging market bonds and whether they could withstand another Fed rate hike. Sergei also provides an outlook on Malaysia's monetary policy. See omnystudio.com/listener for privacy information.
Jerome Powell a Shoe-in for Fed Chair? 31.10.2017 11:33
Dodge shares his insights on the possible Fed chair, labour market conditions in the US as well as what the latest BOJ's actions signals to the markets and Brexit's implications on London's role as a global financial centre See omnystudio.com/listener for privacy information.
Election Budget 2018 Insights 31.10.2017 7:56
Cheryl shares her view on Budget 2018 and it's potential impact on specific sectors. See omnystudio.com/listener for privacy information.
China's Market Fall, America's Fed Chair Choice 30.10.2017 12:18
Tony Nash, Chief Economist and CEO at the data analytics firm Complete Intelligence, discusses the overnight correction in China's bond and equity markets and Donald Trump's choice to lead the Federal Reserve See omnystudio.com/listener for privacy information.
FX Focus: Central Bank Week 29.10.2017 8:34
With the Bank of Japan, Bank of England, and the Fed expected to make rate decisions this week, Jameel explains which central bank will feature most on Forextime's radar in the near-term. Jameel also gives his reaction to Malaysia's Budget 2018. See omnystudio.com/listener for privacy information.
China Policy Continuity 'Good News' for Australia, Malaysia 25.10.2017 9:24
Ben outlines the biggest takeaways from the recently-concluded Communist Party Congress in China. He also looks ahead to what's set to be an "eventful" European Central Bank meeting and also 3Q17 US GDP data. See omnystudio.com/listener for privacy information.
Investors Face a Dazzling Array of Data 24.10.2017 10:08
We discuss Trump's Tax Reform Bill, Fed Chair canditates and the ECB Bond-Buying proram. See omnystudio.com/listener for privacy information.
Bullish on Japan and China 23.10.2017 7:56
Joe gives his views on the post election outlook in Japan and Wall Street's take on China - post 19th National Congress. He gives his insights into his strategies and where he looking to deploy investment dollars. See omnystudio.com/listener for privacy information.
Abe's Arrow Hits the Election Mark 22.10.2017 8:53
Kingsley talks about the impact on markets from the recent world developments over the weekend such as the Japan election supermajority win by Prime Minister Shinzo Abe and the Spanish political uncertainty escalating. He also shares his views on the upcoming European Central Bank meeting this week. Kingsley also talks about the impact of markets from the US taking a step closer to its tax reforms...
StanChart: Malaysian Equities A Defensive Market 20.10.2017 6:00
Tariq gives his insight into factors driving Standard Chartered's recent market outlook on equities and how the Malaysian equity space stacks up against its regional peers, considering that Standard Chatered sees Asia excluding-Japan as being a "preferred market amid sustainable earnings growth". Tariq also talks about bonds and commodity-linked currencies. See omnystudio.com/listener for privacy...
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