Market Watch

US Earnings seasons is drawing to a close with most announcing results that were in line with expectations. Jack Kouzi, Director for Strategy at VFS tells us what he thinks of the numbers so far and what this means for markets which have already rallied on a year to date basis. See omnystudio.com/listener for privacy information.

With WTI above US80bbl, what impact will this have on inflation? Will this force the hand of the Federal Reserve to continue tightening monetary policy and keep rates higher for longer? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us. Image by: Shutterstock See omnystudio.com/listener for privacy information.

We take a deep look at China’s recovery, the performance of the indices, property sector, and PBOC’s measures to bring back the magic of the economic boom recovery for the 2nd half of 2023. We speak with Yeap Jun Rong, Market Analyst, IG International to get his views on China, as well as Japan, Hong Kong and Singapore. Image by: Shutterstock See omnystudio.com/listener for privacy information.

We review the results of Apple and Amazon with Laurent Lequeu, Head Of Research at Lumen Capital Investors. Questions over a recession in the US also arise whilst understanding why oil prices are up despite a global growth stalling. Image by: Shutterstock See omnystudio.com/listener for privacy information.

World markets all closed in the red, as US earning results disappointed and American spending is set to slow as US households are reeling from ongoing inflation, increasing mortgage rates, higher gas prices at the pumps, and repayments of federal reserve student loans will resume in October, after a 3 year pause. We speak with Tony Nash, CEO, Complete Intelligence to get his outlook on global mark...

International rating's agency Fitch has downgraded the credit sovereign rating of the US from AAA to AA+. We discuss the implication of this with Carlos Casanova, Senior Economist at UBP and whether it has any longer term impact of the Dollar as the reserve currency of the world. Image by: Shutterstock See omnystudio.com/listener for privacy information.

US inflation is moving in the right direction but still above the Federal Reserve targets of 2%, and the street will look for 1 more rate hike. The US Markets have priced in a lot of good news, but with the quarter 2 earning season underway, there could still be choppiness in the stock market in weeks ahead. To get more insights on US, Europe, and Japan markets, we speak with Joe Quinlan, Chief Ma...

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global unpacks the manufacturing boom positively impacting the construction industry on the back of the recent rate hikes by the ECB and the Fed. See omnystudio.com/listener for privacy information.

After increasing rates by another 25 basis points this week, Federal Reserve chair Jerome Powell disclosed that the US central bank does not believe a recession is imminent this year. This means the past rate hikes have been effective despite inflation still above the 2% target. Tim Mulholland, President of TJM Limited, Chicago breaks down the reaction so far from equities to commodities and the f...

The Bursa Malaysia Construction index is up 12.7% on a year to date basis. And this week, there was exciting news in the M&A scene with IJM taking a stake in Pestech. We check in with familiar face, Chong Tjen San, Director at CGS CIMB securities and get his views on the local M&A scene, going overseas for projects, what are the mega projects rolling out to spur the industry, and the trill...

As expected, the Fed raised rates by 25bps but the language used by Jerome Powell also suggested that any cuts are not in the horizon. We check in with Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his impressions and also his view of the Chinese economy. See omnystudio.com/listener for privacy information.

Cathie Wood’s Ark Innovation fund has almost completely divested all exposure to China. We ask Jack Kouzi, Director for Strategy at VFS Group if he is following Cathie's footsteps especially in the tech space. We also ask him his first impressions of results from Alphabet and Microsoft. Image by: Shutterstock See omnystudio.com/listener for privacy information.

This week marks the peak of result season with companies having a total of USD27 trillion reporting. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for his expectations whilst looking at China's stimulus measures and if it's enough to resuscitate the economy. Image by: Shutterstock See omnystudio.com/listener for privacy information.

In the US despite successive rate hikes, equity markets continue to rally. Clifford Bennett, Chief Economist at ACY Securities explains this conundrum whilst telling us his expectations with regards to Federal Reserve Monetary Policy ahead of the FOMC this week. Image by: Shutterstock See omnystudio.com/listener for privacy information.

We speak with Hebe Chen, Market Analyst, IG International on her outlook for a US soft landing, the tech driven US stock market, commodities and finance weighing down the Australian, and China still waiting for the impact of its June cuts. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The US earnings season has gotten off to a good start with Morgan Stanley and Bank of America leading the way, beating street estimates amidst interest rate tightening in the second quarter. So are the concerns of inflation and a hard landing finally over? We speak with Tim Waterer, Chief Market Analyst, KCM Trade on how long the positive sentiments and AI hype of the equity markets can continue....

What are the top stock picks for the consumer retail sector? We speak with Syifaa' Mahsuri Ismail, Equity Analyst, Hong Leong Investment Bank on the health of the consumer sector, and whether the weakening ringgit and inflationary pressures is affecting consumer confidence and spending. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Hundred of companies on the S&P500 are due to report their 2Q earnings with consensus expecting a 9% decline in EPS. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us what sectors might surprise on the upside and conversely, what might disappoint Image by: Shutterstock See omnystudio.com/listener for privacy information.

Banks are a barometer of a economy , so what does the recent BNM statistics reveal about households and businesses in Malaysia? Nabil Thoo, Analyst at RHB Investment Bank helps break it down for us whilst weighing in on his call for the sector and also top picks. See omnystudio.com/listener for privacy information.

JP Morgan, Wells Fargo and Citi reported better than expected numbers, emerging rather unscathed from the regional banking crisis. We speak to Kingsley Jones, Founder and Chief Investment Officer, Jevons Global as to whether its time to buy the sector which has been underperforming. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Corporate result season kicks on in the USA this week with big banks reporting first. Tim Mulholland, President of TJM Limited, Chicago tell us his expectations whilst weighing in the record sales achieved on Amazon Prime Day and what that means about the health of the US consumer. Image by: Shutterstock See omnystudio.com/listener for privacy information.

US inflation cooled in June for the 12th straight month and S&P 500 continues to see upward momentum. We ask Steve Brice, Group Chief Investment Officer at Standard Chartered if a recession is still on the cards for 2023 and the investment strategy he advocates for Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Ringgit hit a recent low against the Singapore dollar despite the strong economic fundamentals. We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his views on our currency whilst also weighing in on the recent US inflation figures and what that means for the Fed monetary policy. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Despite raising rates almost consistently for more than a year, inflation remains persistently sticky in the US, we ask Jesse Liew, Chief Investment Officer, Fixed income at Principal Southeast Asia to explain this conundrum. We also ask about the reasons for the weak domestic bond market and if state elections have any bearing on it. This market outlook is brought to you by Principal Malaysia. Se...

The roll out of 5G in Malaysia has more twists and turns than a roller coaster but who stands to benefit. Tan J Young, Senior Analyst at Hong Leong Investment Bank gives us his answer whilst also telling us if there are some glimmers of hope in the tech sector. Image by: Shutterstock See omnystudio.com/listener for privacy information.