Market Watch

The markets has appeared to price in a 25bps cut in interest rates at September's FOMC, so where should one deploy new money? Yeap Jun Rong, Market Strategist at IG International gives us some ideas including the laggards like property whilst weighing in on the technology sector as we wait for Nvidia results. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The Australian equity market is registering a return of 6.4% year-to-date. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his views on the market, what are the buying opportunities and whether there is better value in other markets. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The US equity markets have been range bound after this month's early correction as the Fed rate cut has been priced in. What then is the investment strategy to adopt for the rest of the year and are there opportunities beyond the developed markets? Tim Mulholland, President, TJM Limited of Chicago tells us. Image Credit: freepik.com See omnystudio.com/listener for privacy information.

The sharp fall in Japanese equities can be explained by the unwinding of the Yen carry trade as it now firmly stands at 145 to the US Dollar. But is there more unwinding to follow and how does it inform on the Bank Of Japan's monetary policy. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The narrative on Chinese stocks has been focused on weakness in the economy, but the latest earnings season shows resilience within China tech names. We discuss the standout results from Chinese equities with Jack Kouzi of VFS Group, and other trends impacting global markets. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The Jackson Hole Economic Policy Symposium, an annual gathering to discuss central banking policies will be held later this week with all eyes on Fed Chair, Jerome Powell as he presents the US economic outlook. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and how that might impact global markets. Image Credit: shutterstock.com See omnystudio....

Recent data points have pointed to a weakening of the US economy but does that confirm if it is in a recession? Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us his perspective and whether we should adjust our investment strategy on the back of this. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Markets are expected to remain volatile as there is no certainty as to the Fed fund rate path. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what is the investment strategy to adopt in light of this and if Japan equities remain an opportunity despite the appreciation of the Yen. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information...

The Singapore government released their GDP forecast and then narrowed their target for the year from 1-3% to 2-3%. We ask Carlos Casanova, Senior Economist, UBP if there is downside or upside risk to this data point. We also dive into the last PPI figures from Japan and how that will inform the BOJ's monetary policy. Image Credit: shutterstock.com See omnystudio.com/listener for privacy informati...

In the last month, the US dollar has declined by more than 1% against a basket of major currencies. With the Federal Reserve set to cut rates in September, does this mark the end of the King Dollar. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his perspective whilst weighing in on the strength of the US consumer as consumption is still 70% of GDP. Image Cre...

US markets have almost recouped all their losses from last week. So was that the beginning of a market correction or just a technical blip? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective and ideas for a defensive portfolio. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

After the best performing day for S&P500 since 2022 on Thursday, we ask Tim Mulholland, President at TJM Limited, Chicago, what investment strategies to adopt in light of the intense volatility. We also delve into the unwinding of the Japanese carry trade and is more to come on that front. Image Credit: freepik.com See omnystudio.com/listener for privacy information.

The Yen snapped a 5-day rally on Tuesday, and continued to trend lower yesterday after Bank of Japan Deputy Gov Shinishi Uchida’s remarks that the BOJ will not raise interest rates when markets are unstable. Does this mean that rate hikes are now off the table for this year? Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Global markets have bounced back after investor jitters over a potential US recession, dimming prospects of A.I. tech and monetary policy tightening wreaked havoc on Monday. Is the selling done or is this the calm before the storm? Jack Kouzi of VFS Group weighs in on market sentiment and strategies to weather the volatility. Image Credit: shutterstock.com See omnystudio.com/listener for privacy i...

Japan was one of the best performing markets, up 27% on a year to date at its peak but also corrected sharply to then recover. What strategies should we employ in a volatile market and what are the opportunities? Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors gives us his perspective. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

There has been a massive shift in market sentiment, barely a week since last Wednesday’s FOMC meeting which provided the strongest confirmation that a September rate cut is imminent. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us why markets have since turned very volatile and if this presents a buying opportunity or should we take refuge in safe haven assets...

Last week Bank Negara released the latest banking statistics. What does it reveal about the state of households, businesses and even the economy? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us a preview of banking stock earnings and what his top picks are. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The July non-farm payrolls signalled a weaker US labour market than anticipated, triggering a massive sell off of US equities on Friday. In just a few days, market narrative has flipped from a soft landing to looming recession. Are investors overreacting? Yeap Jun Rong of IG International weighs in on these developments. Image Credit: shutterstock.com See omnystudio.com/listener for privacy inform...

Japan raises key interest rates for the second time in 17 years. We discuss the implications on markets, yen and the economy with Tim Waterer, Chief Market Analyst at KCM Trade. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Fed Chair Jerome Powell's comments after the latest FOMC meeting have reaffirmed expectations of a September rate cut. We discuss the implications of the move and whether anything could derail these plans with Tony Nash of Complete Intelligence.  Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

It's a busy week for central banks with Japan, the US and even the UK meeting for their key meetings. Will we see divergent monetary policies this time round? Carlos Casanova, Senior Economist at UBP gives us his perspective. Image Credit: freepik.com See omnystudio.com/listener for privacy information.

The performance of India’s and China’s equity markets are a tale of two halves. The Nifty 50 achieves a return of close to 15% while the CSI 300 is down 1% on a year-to-date basis. Ken Wong, Client Portfolio Manager, Asian Equities at Eastspring Investments tells us what is their strategy for both markets and what the opportunities are. Image Credit: shutterstock.com See omnystudio.com/listen...

All bets are for a Fed rate cut in September with markets already pivoting against backdrop of lower rates. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to which sectors will benefit and which don't. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Nikkei 225 has corrected by more than 8% from its peak while the Yen continues to strengthen against King Dollar as the unwind trade persists. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this is the time to take money off the table or is the outlook still positive. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Starting from its peak, the Nasdaq 100 has corrected by more than 7%. Is the tech rally being affected by the recent disappointing results from Tesla and Alphabet? Tim Mulholland, President, TJM Limited from Chicago gives us his perspective whilst weighing in on the Japanese equity market. Image Credit: freepik.com See omnystudio.com/listener for privacy information.