Market Watch

As markets await clues on how and when major central banks will exit its respective stimulus programs, Phua explains how might Malaysian assets fare during that process. See omnystudio.com/listener for privacy information.

Uncertainty remains in ascertaining exactly when and how the Federal Reserve and European Central Bank will exit its respective stimulus programmes. Tim also outlines investment opportunities as markets anticipate the next move by major global central banks. See omnystudio.com/listener for privacy information.

Ben LeBrun, market analyst at Options Xpress shares his views on the strength of the Australian economy. He discusses topics ranging from recent jobs report data, emerging market stocks and current export trade. The Morning Run Crew continues the conversation on the appreciation of the Aussie Dollar and its impact on Malaysian's with ties to Australia. See omnystudio.com/listener for privacy infor...

Michael previews June's consumer price index, due out at noon on July 19, while also commenting on other recent Malaysian economic indicators. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers, shares his views on Trump's policies, US political and financial risks, sentiments revolving subprime auto-loans, student-loans and how it affects the housing market. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, talks about the latest economic data sets in the US and Chinese and the differing underlying circumstances. See omnystudio.com/listener for privacy information.

Bank Negara is set to decide on the proposed merger between Malaysia Buiding Society and Asian Finance Bank. Simon provides an outlook for the merged entity, and for the Islamic finance sector. See omnystudio.com/listener for privacy information.

Congress goes back to work this week with Fed chair, Janet Yellen, set to testify before the House nd Senate. How much is the Trump policy agenda clouded by the controversial meeting between Trump Jr. and the Russian lawyer? Dodge also previews the US financial sector as we enter earnings season. See omnystudio.com/listener for privacy information.

Following its keenly awaited listing, Lotte Chemical Titan's shares opened unchanged at its revised price of RM6.50. Wan also provides his outlook on LCT's earnings and the broader petrochemicals industry. See omnystudio.com/listener for privacy information.

Malaysia's exports of palm oil and palm oil-based products recorded an increase of 26.8% year-on-year in May, and a 12.3% gain compared to April. David provides his outlook, ahead of June's industry data announcement by the Malaysia Palm Oil Board on July 10. See omnystudio.com/listener for privacy information.

With substantial wage growth still absent from the June US non-farm payrolls report, markets may now 'pivot' from jobs data to inflation. Stephen also comments on how the global tightening chorus by major central banks could impact monetary policies in emerging economies. See omnystudio.com/listener for privacy information.

The Nikkei Malaysia Manufacturing PMI registered 46.9, which was 'surprisingly low'. Still, Alan believes other economic indicators, such as external trade, will portray a resilient recovery for the Malaysian economy. See omnystudio.com/listener for privacy information.

At the upcoming G20 Summit in Hamburg, the meeting between US President Donald Trump and his Russian counterpart, Vladimir Putin, will be keenly watched, against a backdrop of geopolitical concerns and global trade. Tim also provides his outlook on June's non-farm payrolls, and how it may tie in with the Fed's agenda of raising US interest rates further amid plans to withdraw its balance sheet. Se...

After the 'impressive' 5.6% GDP growth in 1Q17, the low base effect is expected to diminish in 2H17. Ket Ee explains how the economic fundamentals are feeding into the broader market sentiment. See omnystudio.com/listener for privacy information.

With a US administration that is biased towards protectionism, China appears poised to become more influential on the global stage. Vishnu comments on the reach of the world's second largest economy, be it stemming geopolitical risks on the Korean peninsular, to its impact on the Australian economy. See omnystudio.com/listener for privacy information.

Stephen Innes, Senior Asia Pacific Forex Trader, OANDA, talks about his outlook for the second half of the year against the backdrop of recently hawkish central bank comments that spell of a looming end to a nine-year long period to zero interest rates. See omnystudio.com/listener for privacy information.

S P Setia has agreed to buy sister company, I&P Group for RM3.65 billion. Quah explains what this does for SP Setia, along with the rationale for his 'hold' call on the stock and the RM3.50 target price. See omnystudio.com/listener for privacy information.

China and Hong Kong have kicked off its Bond Connect programme, which allows foreign investors further access into the mainland's US$10 trillion debt market. Kingsley also provides his global markets outlook for the next 6 months. See omnystudio.com/listener for privacy information.

Is there room for private sector participation in the OBOR initiative? How would the near-term risks in the Chinese economy impact the long-term potential of One Belt, One Road? Jiwei Ye explains. See omnystudio.com/listener for privacy information.

Mikio explains why LGT Capital Partners remains 'constructive' on their medium-term outlook, and are optimistic that global equities will remain on track for the next 6 months. See omnystudio.com/listener for privacy information.

With plenty of hype surrounding Chinese President Xi Jinping's One Belt One Road initiative, Standard Chartered Bank representative Jiwei Ye spoke to the Morning Run about how OBOR can spur global growth. However, there are potential pitfalls to be avoided along the way. See omnystudio.com/listener for privacy information.

Fed chair Janet Yellen has said that asset prices look "somewhat rich", as the S&P 500 is set to notch 7 consecutive quarters of advances. Ben also dives into the other central bank commentary, and his outlook on global monetary policies. See omnystudio.com/listener for privacy information.

With 1MDB making headlines yet again, will it influence current ringgit movements? Or will the local currency be dictated more by global factors, such as Fed rate hikes and oil prices? Jameel weighs in. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers, NY, discusses MSCI's addition of more Chinese stocks to its indexes, oil's retret and the lack of impact on the broader market, cryptocurrencies and fund flows in the midst of a holiday shortened week.  See omnystudio.com/listener for privacy information.

Tim Mulholland, President, TJM Limited, discusses Saudi oil policy, weak energy prices, US bank stress test results and the health of the US economy. See omnystudio.com/listener for privacy information.