Market Watch

Fed Chair Jerome Powell signalled a continued wait-and-see approach in determining the interest rate trajectory in light of tariff risks. Tony Nash makes a case for why the Fed shouldn't delay on cutting rates and weighs in on opportunities in the US and other markets. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.

Global markets have been roiled by US tariffs and trade tensions, but are there pockets of resilience in Asian equities to consider? We discuss the outlook for Asian markets with Michael Sun of Eastspring Investments. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US Federal Reserve is set to make a decision on interest rate soon with a press conference by Chair Jerome Powell to follow. At the same time, the Taiwan dollar and the ringgit have been surging in recent days. Carlos Casanova, Senior Economist at UBP, talks to us about what he is expecting and how current market movements might shape expectations. Image Credit: Shutterstock.com See omnystudio...

With Prime Minister Lawrence Wong receiving a clear mandate in the Singapore elections last week, what impact might this have for Singapore equities? We discuss the outlook for the STI with Vasu Menon of OCBC Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us unpack how business sentiment is evolving in the United States as tariff fears are complicated by falling oil prices amid strengthening Asian currencies. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.

The global shipping industry is facing economic fallout not just from skyrocketing US-China tit-for-tat tariffs, but also from new levies on Chinese-built ships calling on US ports. What are the implications of this for Asian shipping players? We discuss the impact with Kenneth Loh of Bloomberg Intelligence. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets have rebounded to post-Liberation Day levels, as investors anticipate breakthroughs in trade negotiations. Is the optimism well-founded, and how might this affect US Fed policy making at the next FOMC meeting this week? Independent market analyst Laurent Lequeue weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Does the US GDP contraction in the first quarter of the year, coupled with weaker jobless claims data indicate a looming recession for the world's biggest economy? Tim Mulholland of TJM Limited weighs in on why he's less pessimistic about the US economic outlook. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets are bracing for key US GDP and inflation data this week, and early signals suggest diverging trends. Visa’s strong results point to steady consumer spending, while Coca-Cola hints at softening demand. Meanwhile, equities and treasuries are rebounding; however, the dollar remains subdued. Looking ahead, jobs and retail data will be crucial. Michele Schneider, Chief Strategist at Market Gaug...

The c like other regional indices is trending in the red on a year-to-date basis as a result of global economic uncertainty. How should Malaysian investors position their equity portfolios to best navigate the volatility? We discuss strategy with Jeremy Goh, Head of Research at CGSI Malaysia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Some calm appears to have returned to equity markets worldwide after the whiplash volatility that we saw in early April after Donald Trump announced his Liberation Day reciprocal tariffs (and then backtracked them). Vis Nayar, CIO at Eastspring Investments, shares his insights into how investors are positioning themselves and if Asia still offers pockets of opportunity. Image Credit: Shutterstock....

US equities have clawed back losses following Donald Trump's Liberation Day declaration. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, joins us to unpack what's driving the rebound, whether there's more upside ahead, and which sectors could lead the next rally. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The banking sector has outperformed the broader FBMKLCI this year but with tariff uncertainty and a global economic uncertainty, what is the outlook? Nabil Thoo, analyst, RHB Investment Bank tells us his perspective and also his top buys for the sector. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Global markets have rebounded despite high tariffs and unresolved trade tensions whilst U.S. stocks continue to rally but look stretched at 20 times earnings. Meanwhile, Japan lags amid weak growth and yen volatility, while Hong Kong's Hang Seng leads gains, boosted by improved liquidity, policy support, and sectoral rotation into technology and financials. Sharing his insights and outlook is Bria...

The United States’ steep tariffs on Chinese goods have led to a sharp 30% to 60% drop in China–US container bookings since tariffs took effect, while bookings from other parts of Asia have also declined by 10% to 20%. We ask Lim Sue Lin, Co-Head of Research, Maybank Investment Bank what then is the outlook for the listed port and logistic players. The Breakfast Grille episode with Datuk Ruben Emir...

US equity has ended in positive territory three days in a row. We ask Kelvin Wong, Senior Market Analyst, OANDA if there are buying opportunities and if so, is Asia the hot spot and why. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have been very volatile of late but can an investor take advantage of this? Tony Nash, CEO, Complete Intelligence tells us the best investment strategy to adopt whilst tackling the thorny issue of tarrifs and if the end is near. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Kuala Lumpur Construction Index (KLCON) has fallen by 19% on a year to date basis, underperforming the broader FBMKLCI index which is just down 9.5%. We ask Chong Tjen San, Director, CGS International if this actually provides a buying opportunity and if so, what names should we consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With Laurent Lequeu, Independent Market Analyst & Writer of the Macro Butler Newsletter, we unpack a week of high-stakes drama in global markets, starting with President Donald Trump's assurance that Fed Chair Jerome Powell's job is safe—for now. We also discuss whether Trump's policy changes diminish the US dollar's strong fundamentals that make it a safe haven currency. Image Credit: Shutter...

Markets tumbled on the back of comments by President Trump attacking Fed Chair Jerome Powell for not cutting interest rates quickly enough. How are investors pricing in the latest round of uncertainty? We get updates from Joe Quinlan of the US Trust-BOA Private Wealth Management. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Nikkei 225 is down more than 13% on a year to date basis, after two good consecutive years of outperformance. Andrew Jackson, Head of Equity Strategy, Ortus Advisors tells us what investment strategy to adopt and the buy ideas to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US assets from treasuries to the dollar have taken a beating as of late as uncertainties over tariffs cloud investor risk appetite. We ask Song Seng Wun, Economic Advisor, CGS International Securities if there are safe haven assets to seek shelter and if China could provide that option. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Malaysia’s property sector performed well last year, as indicated by a total transaction value of more than 230 billion ringgit across both halves of 2024. This was the highest annual figure in a decade. Will this strong performance continue into 2025? We get an outlook of the local property sector with Loong Kok Wen, Regional Head of Property, RHB Investment Bank. Image Credit: Shutterstock.com S...

Tim Mulholland, President, TJM Limited, Chicago unpacks the latest US economic data and how the latest results from US corporates tell us the state of the consumer and their propensity to spend more in the coming quarters ahead. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Fed Chair, Jerome Powell's comments caused markets to dive. We explore why with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and how many rate cuts we can expect in 2025. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.