Market Watch

With the passing of the US multitrillion-dollar tax and spending package, there are concerns over the increase in US debt. Carlos Casanova, Senior Economist, UBP helps us breakdown the impact of it on the economy and the dollar. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With a plethora of US data being released this week,  will the Federal Reserve cut rates earlier? Shane Oliver, Chief Economist, AMP Capital tell us his views whilst we discuss whether the reign of King dollar is over? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets continue to hit new highs despite the headwinds of trade tariffs. Is Australia then the safe haven market to consider? Kingsley Jones, Chief Investment Officer, Jevons Global tells us his views whilst we also look at opportunities in Asia and Europe. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Thailand has been faced with a fresh political crisis that threatens to derail its already fragile economy teetering on the edge of a technical recession, coupled with a potential disruption to tariff talks with the US. Poon Panichpibool, Markets Strategist at Krung Thai Bank shares his perspectives into where Thai equities might be headed. Image Credit: Shutterstock.com See omnystudio.com/listene...

The US Federal Reserve Chair Jerome Powell has wrapped up two days of testimony on Capitol Hill, while the "one, big, beautiful bill" may soon be passed. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his perspectives on what these developments mean for the US dollar and by extension the Malaysian ringgit. Image Credit: Shutterstock.com See omnystudio.com/listener for priva...

Asian markets as measured by MSCI Asia Pacific Index is up more than 10% on a year to date basis despite trade uncertainties, slowing global growth and tensions in the Middle East. We ask Michael Chang, Head of Investments, Eastspring Investments Bhd as to why Asia still remains resilient and if there are still legs to this rally. Image Credit: Shutterstock.com See omnystudio.com/listener for priv...

Despite geopolitical tensions, uncertain trade tariffs and slower global growth, equity markets continue to inch higher. We ask Michele Schneider, Chief Strategist, Market Gauge why investors are choosing to ignore the headwinds. We also ask what investment strategy to adopt for these markets and what sectors will outperform. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy i...

With President Donald Trump announcing a ceasefire between Isreal and Iran, markets and oil markets have bounced. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if this momentum can be sustained and what he expects the Fed to do at July's FOMC. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Over the weekend, the US bombed three nuclear sites in Iran. We discuss the implications of this with Tim Waterer, Chief Market Analyst, KCM Trade and where are the safe haven assets if there was an escalation of conflict. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Despite the government maintaining a full-year GDP forecast of 4.5–5.5%, the local market is down 8% year-to-date, raising concerns about underlying investor confidence. Will the implementation of SST detail equity markets even further. Peter Kong, Head of Research, Kenanga Investment Bank tells us the investment strategy to adopt for these volatile markets. Image Credit: Shutterstock.com See omny...

Song Seng Wun, Economic Advisor, CGS International Securities shares his perspective on whether an escalated Israel-Iran conflict will have a significant impact on the US economy as the world grapples with a potential scenario of an oil price shock. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US Federal Reserve has kept interest rates steady at 4.25% to 4.5%, but signaled that it may make two rate cuts later this year. Tony Nash, CEO of Complete Intelligence, shares his insights into how this development along with ongoing geopolitical tensions are affecting markets today. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Malaysia recently played host to Energy Asia, a forum that champions the energy transition. Imran Yusof, Head of Research, MIDF tells us what are some of the investible ideas from this event and an outlook on the oil and gas sector on the back of the recent oil price surge. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Global volatility from Trump’s tariffs, unresolved trade tensions, and an expiring suspension period have shaken confidence in markets, leaving investors asking what investment approach they should adopt. James Cheo, Chief Investment Officer, Southeast Asia and India at HSBC Global Private Banking & Wealth shares his perspective. See omnystudio.com/listener for privacy information.

Data released overnight include US retail sales which showed a 0.9% decline, more than the 0.6% forecast by economists. Additionally, the FOMC meeting will happen tonight amid volatile commodity prices. Carlos Casanova, Senior Economist at UBP, helps us unpack these issues and more. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the Israel-Iran conflict entering a fifth day, markets appear to have settled after price spikes in gold and crude oil. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into what sectors to look at, including real estate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Malaysia’s transportation sector has experienced much volatility so far this year, on the back of brewing US - China trade tensions and ongoing Middle East wars. However, these developments do not detract from Malaysia’s solid economic fundamentals. So, which transportation stocks should investors consider in these turbulent times? For insights, we turn to Ahmad Maghfur Usman, Equity Analyst at No...

Kingsley Jones, Chief Investment Officer, Jevons Global offers potential opportunities, beyond cash, on the back of increased market volatility on the back of escalation of the Israel-Iran conflict. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US and China have said that a trade truce is in place, but is it real or just a pause? Tim Mulholland, President of TJM Limited in Chicago shares his insights into what trading and investment strategies he is currently employing. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The trade talks in London appear to have ended on a positive note but what does this mean for the global economy? Tim Waterer, Chief Market Analyst, KCM Trade tell us his view and weighs in on the health of the US economy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On the back of the recently concluded result season, what is the outlook of the banking sector? Eddy Do, Senior Equity Research Analyst at Hong Leong Investment Bank gives us his perspective whilst we ask what are his top buy ideas for this sector. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With inflation data out later today and last week's job numbers, how soon with the Federal Reserve cut rates? A pertinent question we pose to Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter. We also ask what are the safe haven assets if markets were to correct. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The health services sector is a key contributor to Malaysia’s economy, accounting for 2.1% of GDP in 2023 but what does the recently concluded result season tell us about the companies involved? Among the listed players, what are the buying opportunities. Nursuhaiza Hashim, Equity Research Analyst, BIMB Securities gives us her persective. Image Credit: Shutterstock.com See omnystudio.com/listener...

The Hang Seng Index is in bull market territory, up more than 20% on a year to date basis. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tell us if there are more legs to this rally and what sectors we should pay attention to. image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

What do recent US jobs data and JPMorgan Global Composite PMI indicate about the markets and global economy? Jingyi Pan, Economics Associate Director of PMI Team, S&P Global Intelligence shares her insights. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.