Market Watch

The S&P500 and the Nasdaq Composite have hit new all-time and closing highs, registering their 15th record close for the broad market index this year. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights including where to look for buying opportunities amid the current rally. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy i...

The Hang Seng Index is up by 27%, one of the best performing in Asia. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this market still has upside and if so, what are the names to pay attention to Image Credit: Shutterstock.com    See omnystudio.com/listener for privacy information.

This week, all Malaysians were offered a RM100 cash aid under the SARA Programme, a special public holiday on 15 September and a temporary reduction in RON95 petrol prices with the intention to ease living costs. Imran Yusof, Head of Research, MBSB Research, formerly known as MIDF Research tells us what impact this will have on the economy and which companies stand to benefit from these measures....

US markets continue to inch higher. We ask Tim Mulholland, President, TJM Limited in Chicago as to whether its the earnings outlook that is driving this and should we be cautious. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

There has been flurry of trade deals signed various rates of tariff rates with the US. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what impact it has on the respective economies. We also ask if this changes the Fed monetary policy direction. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The S&P500 hits another new high but does this rally still have legs? We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter what asset allocation to adopt and if other markets offer better value. Image Credit: Shutterstock.com    See omnystudio.com/listener for privacy information.

Asian equities have fared relatively well considering the headwinds of tariffs and geo-political tensions as the US -China relationship continues to be tenuous. With the MSCI ASIA Pacific Index up by close to 13% on a year to date basis, is there still legs to the rally? Aidan YAO, Senior Investment Strategist, Asia, Amundi gives us his perspective and the investment strategy to adopt for the rest...

The S&P500 hit 6300, a new all-time high. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to what investment strategy to adopt since valuations are expensive. We also dive in the impact on Japanese equities after the LDP lost in the Japanese Upper House elections. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

There are signs of a divided FOMC with some governors being more vocal about fed rate cut. We ask Tim Waterer, Chief Market Analyst, KCM Trade about the likelihood of a cut this July and how important is inflation data in that decision. Image Credit: Shutterstock.com    See omnystudio.com/listener for privacy information.

US markets have hit new highs again but with valuations expensive and uncertainty over tariffs, is it still a good time to deploy new money into equities? David Chow, Director, Azure Capital tell us why Singapore should be considered. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

President Donald Trump has made it known his intention to replace Fed Chair, Jerome Powell. Will this shake markets if the replacement is made? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst weighing in on the recent US banking results. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The European Union and the US are in the midst of trade negotiations with President Donald Trump warning of 30% tariffs. Whilst the EU has warned that it is prepared to take countermeasures. Carlos Casanova, Senior Economist, UBP tells us what this means for their economy and if there are more interest rate cuts in the horizon by the ECB. Image Credit: Shutterstock.com See omnystudio.com/listener...

US markets continue to inch higher but is this driven by exhuberance or strong earnings growth? Questions we pose to  Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as we head into the start of corporate result season. We also ask if there are legs to the Dax rally and if Asian markets are experiencing a renainssance. Image Credit: Shutterstock.com See omnystudio...

Last Wednesday, Bank Negara cut the overnight policy rate by 25bps to 2.75%. The last time the central bank changed their monetary policy was in 2023 when they raised the rate to 3%. What impact does this have on Malaysian Banks? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With President Donald Trump issuing a myriad of tariffs announcements, what should an investor do in these confusing times? Kingsley Jones, Chief Investment Officer, Jevons Global helps us make sense of this whilst giving us recommendations of where to invest other than in the US. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

U.S. jobless claims remain steady, pointing to a resilient labour market even as tariff threats and Trump’s immigration stance add uncertainty to the outlook. Yet, markets continue to hit record highs, raising questions about what’s truly driving the rally and how sustainable it is. For insights into the forces at play and what it means for investors, we speak to Tim Mulholland, President, TJM&nbs...

Bank Negara cut the overnight policy rate by 25bps to 2.75%. This has implications on the REIT and property sector. We speak to Loong Kok Wen, Regional Head of Property, RHB Investment Bank for her views and her top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Bank Negara Malaysia has lowered its Overnight Policy Rate from 3% to 2.75%, its first rate cut since 2020, citing downside risks from slowing global trade and fresh US tariffs. Firdaos Rosli, Chief Economist at AmBank Group, helps us unpack the central bank’s latest policy move and its impact on Malaysia's growth. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informa...

Wall Street's response to the latest round of tariff news from the Trump administration has been tepid, even as higher rates are announced for reasons ranging from actual trade to politics. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on these latest developments and more. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informat...

Recently, President Donald Trump announced a slew of new tariff rates on several countries including a 25% rate on Malaysia. We ask Dilin Wu, Research Strategist, Pepperstone as to what impact this has on the global economy and markets. We also ask her if gold remains the safe haven asset to own despite having risen by more than 25% on a year to date basis. Image Credit: Shutterstock.com See...

The Trump administration has just sent out letters to half a dozen countries including major trading partners, Japan and South Korea, as well as Malaysia confirming that a tariff of 25% will take effect on Aug 1st. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, shares his views on Wall Street's reaction and why he thinks the healthcare sector is worth a second look. I...

US President Trump signed his signature tax cut and spending bill into law last Friday. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter for what impact this has on the US economy and which asset class will be affected the most. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On a year to date basis, the STI is up more than 6%, one of the best performing in Asean. We check in with Adrian Loh, Head Of Research, UOB Kay Hian Singapore as to why the city state has managed to outperform its regional peers whilst asking him what are some of the investment themes and ideas that we should consider for 2025. Image Credit: Shutterstock.com See omnystudio.com/listener for privac...

US non-farm payrolls and the unemployment rate was released yesterday. We ask Joseph Sroka, Chief Investment Officer, NovaPoint Capital what the data tells us about the state of the US economy and will it force the hand of the Federal Reserve to cut rates earlier than expected. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Although the US budget bill is stuck in the House, we examine who are the potential winners and losers with  Tony Nash, CEO, Complete Intelligence. We also preview the US non-farm payroll figures and how that might influence the Fed fund rate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.