Market Watch

Result season starts in the US with high expectations for the earnings growth of the magnificent 7. Tony Nash, CEO, Complete Intelligence tells us if there is a likelihood for disappointment and what would be the consequence of it. See omnystudio.com/listener for privacy information.

Bond yields rose to a 2024 high with 10 year Treasuries rose to 4.42%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what markets are telling us about the Fed Fund rate and if markets correct, what are the buying opportunities. See omnystudio.com/listener for privacy information.

With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about whether this is time to shift your portfolio in US equities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The world's largest democracy heads for elections this April. Will that derail the strong outperformance of India's equity markets? Pramod Amthe, Head Of Institutional Equity Research at InCred Capital tells us whilst weighing in the decision of the RBI on their REPO rate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets corrected sharply in anticipation that the Federal Reserve may not be cutting rates as aggressively in 2024, no thanks to a hot economy and sticky inflation. Tim Mulholland, President, TJM Limited, Chicago tells us what this means for markets and if there are other assets to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will remain in place until the end of June. This has pushed prices to USD90bbl. Kong Ho Meng, Senior Analyst at Uob Kay Hian Research tells us if these prices are sustainable and what impact it has on the domestic players. See omnystudio.com/listener for...

Fed Chair Jerome Powell has reiterated that the central bank is on track to cutting rates this year although the pace and quantum remain uncertain. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective on this and why is gold hitting record highs if the market is in high risk mode. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

In past years, Malaysia was an unloved market but in recent months, that has changed with the FBMKLCI up 6% on a year to date basis. Gerald Ambrose, Chief Executive Officer of Abrdn Islamic Malaysia tells us the reasons for this mini rally. We also ask him if there is still upside pontential and what would be the catalysts. See omnystudio.com/listener for privacy information.

China's manufacturing PMI in March exceeded expectations, coming on the back of upbeat export and retail sales data. How sustainable is this trend? Jack Kouzi of VFS Group weighs in on the outlook for Chinese equities and the names worth buying into. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US corporate result season starts again and we check in with Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for his outlook. We also take a look at the recent ISM report and what this means for the Fed Fund rate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

China's official manufacturing purchasing managers index rose to 50.8 from 49.1 in February, the best reading since March last year which also beat analysts’ forecast of 50.1. We ask Song Seng Wun, Economic Advisor, CGS International Securities for what these numbers means for the economy and who could be the beneficiaries. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy inf...

The S&P 500 has been on a bull run, but there's growing speculation that equity gains may be reaching a plateau. We ask Tony Nash of Complete Intelligence on the data indicators to watch, as well as the trends affecting commodities, cryptocurrencies and the Japanese asset market. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Asset prices all around the world are moving up at the same time - from stocks to gold to Bitcoin. What factors are driving the appreciation, and how sustainable is it going to be? We discuss the trends with Vishnu Varathan of Mizuho Bank. See omnystudio.com/listener for privacy information.

The Malaysian construction sector ended 2023 on a high, with total construction work value reaching RM132 billion ringgit, the highest in 4 years. Can this momentum be sustained in 2024? We discuss the outlook for the sector with Chong Tjen-san of CGS International Securities. See omnystudio.com/listener for privacy information.

Last week saw the US Federal Reserve maintaining interest rates but signalling at least 3 reductions are imminent. Meanwhile, the Bank of Japan has finally ended an era of negative interest rates. Luca Santos, a currency analyst at ACY Securities helps us understand the impact these decisions have had on the USD and JPY and what the future may hold for their values going forward. See omnystudio.co...

The US Fed’s preferred gauge of underlying inflation, the PCE Indicator, is due to be released this week. How might the latest data affect the projections for interest rate cuts in the coming months? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. See omnystudio.com/listener for privacy information.

What explains the increase in copper and silver despite China's muted manufacturing sector? Kingsley Jones of Jevons Global explains the factors driving commodity prices, and weighs in on Apple's outlook in light of legal challenges. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore Straits Times Index has been increasing gradually in the last few days and might even tip into positive territory on a year to date basis. We check in with Geoff Howie, Market Strategist at SGX for an update and might the economy surprise on the upside? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Many market observers are of the view that the goldilocks moment has been achieved by the Federal Reserve with their twin mandates intact without causing a recession. Tim Mulholland, President, TJM Limited, Chicago tell us his perspective whilst weighing in on the recent rally in markets, gold and even bitcoin. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Fed kept rates on hold as expected yesterday at between 5.25 to 5.5%. We ask Michele Schneider, Chief Strategist at Market Gauge for her perspectives on what this means for the economy and markets as it appears that the central bank is on track for three rate cuts in 2024. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Recent data points point to a recovery in the Chinese economy with the equity markets taking note as the Shanghai Composite Index is up 3% on a year to date basis. Jack Kouzi, Director for Strategy at VFS Group tells us where are the opportunities in the market whilst weighing in on the potential headwinds. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the inflation print higher than expected in the US, will the Federal Reserve actually raise rates this year as opposed to market expectations of three rate cuts. Laurent Lequeue, Independent Market Analyst, Writer at The Macro Butler Newsletter gives us his perspective whilst telling us where to park our money if its risk off mode. Image Credit: Shutterstock.com See omnystudio.com/listener fo...

The Vietnamese equity market is up 12% on a year to date basis. The country has in place the right ingredients for an economic boom like the +1 strategy and a growing middle class but what is a good investment strategy for a frontier market like this? Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us that answer whilst also explaining why the FBMKLCI is another outperforming market. Ima...

This week is a busy one for central banks but attention is focused on Japan and US as both are likely to take opposite positions in their monetary policies. Clifford Bennett, Independent Economist gives us his perspective and what this means for global economies. Image Credit: Shuttterstock.com See omnystudio.com/listener for privacy information.

US has started to become expensive, trading at 21x PE, so is there still value to be found? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management gives us his perspective whilst taking a closer look at the Hong Kong and China markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.