Market Watch

Mikio Kumada, global strategist at LGT Capital Management in Singapore discusses the long-awaited announcement by the Federal Reserve for a third round of quantitative easing, after many months of market speculation. He discusses the open-ended nature of the programme and if this composition of measures was indeed the best course of action from the Fed. Mikio also address the concerns that the Fed...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers discusses the downside risk for China, after data on the weekend showed sliding factory output and investment. Growth has still not revived despite a series of significant measures by the Chinese government over the past nine months, so Dodge talks about what more can we expect in the comi...

Tim Mulholland, Managing Partner of China-America Capital Company discusses the long-awaited bond buying programme by the ECB, the Outright Monetary Transactions. He talks about how this plan is different than the ECB's previous bond-buying efforts, and likely economic impact it might have. He also points out some areas of the scheme that couls be potential pitfalls. It was also revealed that...

Ben LeBrun, Market Analyst at Options Express in Sydney, discusses: - ECB - Thursday meet - easing hopes - market volatility and uncertainty; - Cue, impetus - Fed - monetary easing - September 12-13 meeting; - U.S. jobs data - Bernanke trigger points; - Obama - fix the economy - 'more time' - views. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco discusses his expectations for two important events this week: the European Central Bank policy meeting and the US jobs data. And September is historically a tough month for equity markets, so find out his trading strategy this month. See omnystudio.com/listener for privacy information.

Joe Quinlan US Trust-Bank of America Private Wealth Management Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses - China - HSBC Purchasing Managers’ Index (PMI) falling - yet shares rising - easing hopes - issues; - How he thinks it might happen; - Eurozone - when / whether Spain will agree to a bailout; - September as crunch t...

Benny Lee, private trader and Chief Market Strategist at Jupiter Securities talks about impact of Bernanke's speech at Jackson Hole, and how the KLCI is expected to trade sideways. He also talks about the impact of Maxis' results announcement, and finally, find out the two sectors that's currently on his radar this week.  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses: --  His thoughts on Bernanke's speech at Jackson Hole --  If the Fed could possibly pull the QE trigger at the coming September 12th meeting --  If the  jobless claims and payrolls data due out this week could be a game changer, given what Bernanke has said abou...

Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney, discusses: - Stocks - Europe - seen standing firm - faith ECB's ability euro zone debt crisis; - Implications: detailed plans take longer to materialize than expected; - Whether sufficient momentum in financial markets to prevent a meltdown; - Draghi - comments - Germany’s Die Zeit newspaper - “exceptional measure...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: --  his expectations as Ben Bernanke heads to Jackson Hole, Wyoming, as he's used this forum in the past to signal that the Fed was setting the stage for QE. --  if expectations for more QE has already been priced into shares, seeing as how equity markets have been gaining on bets o...

Ben LeBrun, Market Analyst at Options Express in Sydney, discusses: - Fed meet Wednesday - Easing comments; - Weird - QE when S&P is at 1,400 - CRB index at its highest level since April - contradiction; - China - pressure to cut rates - whether good idea or no; - Whether China property bubble sufficiently popped - inflation issues; - China town- and city specific stimulus measures already hap...

Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management in San Francisco, discusses: - 'Fiscal cliff' issue - - severe fiscal tightening - expiry of $400bn in tax cuts - $200bn in spending cut - mandated by law; - Repercussion - corporate spending - consumer spending - shrink - unemployment expected to rise again; - State budgets - out of control - chances of US slipping back...

Mikio Kumada, global strategist at LGT Capital Management in Singapore, discusses: -- his take on if ECB plans,which to be detailed in September, can put a floor under Spain and Italy's debt troubles and prevent the Eurozone from unraveling --  if the Fed has room for more monetary easing, after US consumer prices came out flat in July for a second straight month --  how China is sa...

Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management in San Francisco. He discusses: (1)  The eurozone shrank by 0.2% in the second quarter of 2012, so is it on the cusp of being officially back in recession? (2)   If Germany can continue to defy the worst of the eurozone crisis, after posting growth of 0.3% between April and June.  (3)   If the Eur...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: --  how his expectations for the week ahead should provide insight into the consumer, as several major US retailers are due to report their latest quarterly results, including the world's biggest retailer, Wal-Mart.   --  how markets continue to rise, on the back on expectation...

Tim Mulholland, Managing Partner of China-America Capital and Associate of Sweet Futures in Chicago, discusses: - US - new claims for jobless benefits - data - trade deficit in June dropped 10 percent - economic recovery; - ECB easing expectations; - China - economic data - easing measures - extent etc; - Stock market outlook. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney, discusses: - Official data - China - slowing Chinese economy - issues; - So-called "unofficial" China data - slowing probably ore than overall expectations - issues; - Easing expectations - Europe - US - what of Asia - how deep (or shallow)? - Recent market rally - assuming stimuli as foregone conclusion - whether fair assump...

Dr. Michael A. Yoshikami, Founder & CEO  at Destination Wealth Management in San Francisco, discusses: - IT trading firms to disclose system failures - test computer-code changes before going 'live'. - Knight Capital - whether enough oversight; - Recent Dow rally +300 points - described as "totally irrational"  - Friday's monthly jobs report - easing expectations; - Asia - data - dis...

Benny Lee, Chief Market Strategist at Jupiter Securities, discusses: - Fed and ECB easing expectations - Malaysia stocks effect; - Whether expectations for more rotational play into big caps - and which ones; - Whether expects a breakout above the 1635-1650 points-level - Elections later 2012 - whether positive for markets; - Whether watching for any situational plays. See omnystudio.com/listener...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Thin calendar - impetus for the markets this week; - Medium-term and outwards - Fed and ECB - more easing expectations - whether agrees; - Expectations - QE plan at its Sept. 12 meeting - estimated $500 billion program - mortgage securities included - boost for housing? - Strong Friday job...

Mikio Kumada, global strategist at LGT Capital Management, discusses:  - Global risk assets dropped after the Fed was seen as having failed to offer more guidance to the economy other than saying the U.S. economy had "decelerated somewhat." Do u think they could have said more? - Draghi's failure to announce concrete measures;  - Impact on Asia stocks, Euro, exporters;  - US Data nu...

Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney, discusses: (1)  His thoughts on the overnight US Fed meeting and Bernanke's inaction (2)  If the ECB will act at the meeting later today, and what they'll do, if anything at all (3)  The downside risk if markets dont see some decisive actions from the ECB (4)  Why there's still not that much sign of B...

Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management in San Francisco, discusses: -- President Mario Draghi's statement that it will do "whatever it takes" to save the euro and what actions he might take -- how data showing record high Eurozone unemployment in June will add pressure on the ECB to act promptly -- in the US, his expectations ahead of the FOMC meeting later to...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses: - September - crunch time: in Germany, court rulings concerning new euro zone rescue fund - anti-bailout Dutch vote - issues; - Talks - Tim Geithner - Wolfgang Schäuble - Eurozone crisis action; - Euro-USD weakening - implications - earnings - outlook; - Investors - positi...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Fed - ECB meeting this week - stimulus; - US Q2 growth slowing - 1.5 per cent - implications; - July employment report - expectations; - Q2 earnings - GM, AIG, P&G, Kraft, Time Warner, Berkshire Hathaway and MasterCard reporting - expectations - outlooks. See omnystudio.com/listener for...