Market Watch

Oil demand is reaching record highs with stocks depleting rapidly. Yet, crude prices continue to fall with WTI close to USD 70 per barrel. Tony Nash, CEO of Complete Intelligence explains this irrationality whilst giving us views as to whether we can expect a strong finish to US markets for the year. See omnystudio.com/listener for privacy information.

What clues do the latest Federal Reserve minutes reveal about their monetary policy direction as we head towards the final meeting of the year? We discuss central bank strategy as well as the economic outlook in the US, China and Japan with Carlos Casanova of UBP. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With yields on the rise and even equities close to all time highs, how should investors position their portfolios. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us whilst weighing if the reign of the King Dollar continues into 2024. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Unlike 2022, Asean has been an underperformer with flows into Japan and Korea instead. We ask Andrew San, Head of ASEAN Equities, Amundi Malaysia as to what would be the catalysts for a rerating and what themes to consider for 2024. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Nvidia results are due this week but aside from the most valuable chip company in the world, what are the other companies that are a proxy for this theme? Kingsley Jones, Chief Investment Officer, Jevons Global tells us whilst telling which Australian bank to invest in. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited in Chicago weighs in on expectations as to whether the Federal Reserve has achieved their objective of bringing inflation under control at 2% and a soft landing. We also discuss what this means for US treasury yields and equities going into 2024. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Recent US data is suggesting that Fed Chair, Jerome Powell has achieved his goal of a soft landing for the US economy. But does Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank agree with that hypothesis? We also ask him for why there have been a spate of GDP upgrades for China when the data points have been mixed. Image credit: Shutterstock.com See omnystudio.com/listener for priv...

Nvidia share prices has been on an upward trend for the last ten trading days. Jack Kouzi, Director for Strategy at VFS Group tells us if the long term outlook of this company related to AI is still positive. We also ask for his top picks amongst the magnificent 7 that have been the main reason why US markets have continued to outperform globally. Image credit: Shutterstock.com See omnystudio.com/...

S&P500 has been up nine days out of the ten trading days. Is the year-end rally already here? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us whilst weighing in on what data points to pay attention to for a gauge of Fed fund direction. See omnystudio.com/listener for privacy information.

The Federal Reserve has maintained their hawkish stance with a pledge to raise rates if needed, sending markets into a tailspin. We ask Peter Lim, Founder & Chief Research Officer, Trident Analytics as to where Asian markets are heading as a result of this and how do we achieve outperformance. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

By 2056, Malaysia is expected to reach "super-aged" status, but more than 20% of the population aged above 60. This presents a mix of opportunities and challenges for policy makers and society as a whole, could there be any potential investment opportunities in this space? We discuss insights from RHB's report, "Ageing ASEAN: All That Glitters in the Silver Economy" with equity research analyst Oo...

Investors seem to hope that this current cycle of rate hikes by the US Federal Reserve is near an end. Tony Nash, CEO of Complete Intelligence, talks to us about expectations that such a rally might or might not be sustainable as well as where he thinks commodities like crude oil and gold may be headed. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have been extremely volatile with the Federal Reserve signalling higher rates for longer and the war in Gaza. How then should investors navigate these markets? Patrick Chang, Chief Investment Officer, Equities at Principal Southeast Asia tells us the tactical asset allocation strategy they are adopting and the rationale behind it. See omnystudio.com/listener for privacy information.

Although more Fed officials are turning dovish, its unlikely that the mantra of higher rates for longer will change any time soon. Carlos Casanova, Senior Economist from UBP explains why. We also discuss the stance of central banks in emerging markets which are taking a divergent stance on their monetary policy. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore Straits Times Index is currently down some 2.5 % on a year to date basis but the country's central bank still expects a more modest growth for Singapore’s economy in the short-term, with the second half of 2023 to see gradual improvements. Geoff Howie, SGX Market Strategist, lays out what to look for going forward. Image credit: Shutterstock.com See omnystudio.com/listener for privac...

US markets marked the best week of the year, rallying in response to the Fed's decision to pause interest rate hikes, but is this just a dead cat bounce? Joe Quinlan from the US Trust-BOA Private Wealth Management weighs in on factors that will determine the Fed's future direction as well as the outlook for the UK and Eurozone economies. Image credit: Shutterstock.com See omnystudio.com/listener f...

On the back of weak job data, the market is expecting the Federal Reserve to pause at December's FOMC with even a cut as soon as June. Will RBA follow suit and pause considering their own economic pressures? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst weighing in on the impact to the Australian economic from the warming of ties with China. Image credit: Shutterstock.c...

REITs are seen as a defensive asset class as it generally pays out all their profits because of the tax structure resulting in high dividend payouts per unit. But in recent times, it has underperformed due to the interest rate cycle and inflationary cost pressures. Krishna Guha, Analyst, Maybank Securities, Singapore tell us if its time to relook at the sector and what his top picks are. Image cre...

The US dollar continues to remain strong despite the record tax issuance. We ask Tim Mulholland, President of TJM Limited how long is this era of King Dollar. He also then weighs in the recent performance of the yen and if MOF intervention is imminent. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Federal Reserve as expected did not raise rates but their Chair, Jerome Powell did not dismiss the possibility of further hikes. We speak to Laurent Lequeu, Head Of Research, Lumen Capital Investors tells us if the Fed is now a hawk or dove. We also ask him where equity markets are heading considering these headwinds. Image credit: Shutterstock.com See omnystudio.com/listener for privacy infor...

The Nasdaq and S&P500 have retreated from recent highs despite the tech giants releasing decent corporate earnings. Jack Kouzi, Director for Strategy at VFS Group dissects the correction and where to park your money in the meantime. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have been very volatile of late no thanks to a perfect storm of high bond yields, the Gaza war, a hawkish Fed and increased geopolitical tensions. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management reminds us to stay the course and not ignore equities despite this and the high returns of cash. Image credit: Shutterstock.com See omnystudio.com/listener for privac...

The Central Banks of Indonesia and Philippines surprised markets by turning hawkish and raising rates. Will BNM do so this week considering our weak Ringgit? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his expectations. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

RBA Governor Michelle Bullock expressed concern over core inflation. What does this mean for rates when the Central Bank meets on 7th November? Shane Oliver, Chief Economist at AMP Capital weighs in. We also ask about the Australian economy and are there signs of an improvement as China's GDP surprised on the upside. Image credit: Shutterstock.com See omnystudio.com/listener for privacy informatio...

Nasdaq had its worst day with a sell down of big tech. Tony Nash, CEO, Complete Intelligence tells us why and if this sell down is just starting. We also ask what he expects as US corporate result season has started in earnest. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.