Market Watch

In the last few days, there has been a raft of negative economic news from China be it a slump in domestic savings to heat waves that caused energy shortages which lead to some factory shutdowns. Carlos Casanova, Senior Economist at UBP tells us what this means for China's economic growth. See omnystudio.com/listener for privacy information.

Markets ended their 5 day winning streak but result season has so far been very positive. So where are markets heading since inflation is still high. Do the FOMC minutes give us any hint? Tony Nash, CEO of Complete Intelligence tells us. See omnystudio.com/listener for privacy information.

US Congress has finally passed the $200 billion chip bill to counter China. Jack Kouzi, Director for Strategy, VFS Group tells us how effective will this be for the US to prop up their own semiconductor industry and which of the listed players stand to benefit. See omnystudio.com/listener for privacy information.

With talk that the Federal Reserve potentially cutting rates in 2023, what does this mean for Bank Negara's monetary normalisation program? We speak to Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia for answer and what does this mean for the Malaysian bond market. This Market Commentary is brought to you by Principal Asset Management See omnystudio.com/listene...

With markets just coming off a fourth straight weekly gain, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if we should chase this rally. See omnystudio.com/listener for privacy information.

Global equity markets have rebounded by 12% from June's lows but is this bear market rally? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views whilst diving into Malaysian glove stocks which continue to see new price lows. See omnystudio.com/listener for privacy information.

Markets returned all the gains earlier this week despite the cooler than expected inflation rate of 8.5%. We ask Tim Mulholland, President of TJM Limited why markets continue to oscillate like a yoyo and how long can we expect this volatility to continue. See omnystudio.com/listener for privacy information.

Palm oil prices hit a high of RM8000 this March on the back of the perfect storm. Hoe Lee Leng, Regional Head of Plantations, RHB Investment Bank explains why and her CPO price expectations for 2022. She also tell us her outlook for the sector and what are the top picks. See omnystudio.com/listener for privacy information.

US headline inflation came in at 8.5% which was lower than expected. Markets rallied while US dollar depreciated. We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank if peak inflation has been reached and how will the Fed react at September's FOMC meeting. See omnystudio.com/listener for privacy information.

We get the perspective from Song Seng Wun, Economist, CIMB Private Banking on how global economies are shaping up leading up to the end of the year and what to expect from BNM's Q2 GDP numbers end of the week See omnystudio.com/listener for privacy information.

The US economy may be in a technical recession with two quarters of a negative GDP growth and an inverted yield curve. However is the economic situation in Europe far worse with a brewing energy crisis. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us. See omnystudio.com/listener for privacy information.

Investors globally are still viewing markets as a glass half empty with a risk off approach. With recession and stagflation risks now top concerns for investors. What then is the best fixed income investment strategy in light of the expected hikes in OPR and current Ringgit weakness. Ang Beng Kuan, Head of Investment at Hong Leong Islamic Asset Management tells us. See omnystudio.com/listener for...

U.S Job nonfarm payroll figures surprised markets by being more upbeat than expected supporting the case for more aggressive tightening. Stephen Innes, Managing Partner at SPI Asset Management helps us understand what this means for Asian markets and how this impact decisions made by central bankers in this region. See omnystudio.com/listener for privacy information.

There is a deepening inversion of the US yield curve, the most since August 2020. Are the bond traders right that a recession is inevitable or do we believe the narrative by the Federal Reserve that they can engineers a soft landing. Carlos Casanova, Senior Economist at UBP attempts to answer that question. See omnystudio.com/listener for privacy information.

Macroeconomic data and the bond market are signaling that the US economy is heading for a slowdown but yet equity markets remain robust. Tony Nash, CEO of Complete Intelligence explains why whilst giving us his views of Asian equity markets. See omnystudio.com/listener for privacy information.

Nancy Pelozi's visit to Taiwan has added geopolitical risk to markets but should we look beyond the headlines for signs that markets have bottomed? Jack Kouzi, Director for Strategy at VFS Group gives us his views whilst taking a deep dive at the recent tech results. See omnystudio.com/listener for privacy information.

US data indicates that inflation is far from peak whilst manufacturing is slowing down. But is this the only headwind facing markets? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us what keeps him awake. See omnystudio.com/listener for privacy information.

July was a good month for equities despite the Federal Reserve raising rates by 75bps at the last FOMC meeting. Kingsley Jones, Chief Investment Officer at Jevons Global tells us if markets have hit bottom whilst giving us his views on metal prices and the Australian market. See omnystudio.com/listener for privacy information.

Apple and Amazon reported results that were better than expectations but is this a harbinger that the tech sector is a buy? Tim Mulholland, President of TJM Limited weighs in on this debate and the impact of the strong dollar on earnings. See omnystudio.com/listener for privacy information.

In a move expected by most economists, the Federal Reserve raised rates by 75bps whilst Chairman, Jerome Powell noted that the pace of hikes might slow. We speak to Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his reactions and what this means for Asian central banks. See omnystudio.com/listener for privacy information.

With the global economic outlook weighing down on Malaysian equities, which sectors or stocks should investors consider for returns? Tushar Mohata of Nomura Malaysia gives us his take and top picks. See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst at OANDA weighs in on the Fed rate decision and its implications on Asia's central bankers. He also gives us his views on the current US dollar strength and whether its good for other economies. See omnystudio.com/listener for privacy information.

US reporting season has starting in earnest. We ask Clifford Bennett, Chief Economist of ACY Securities what to expect and will there be margin compression. See omnystudio.com/listener for privacy information.

This week the Federal Reserve will be meeting. All eyes will be on whether they will raise rates by 75 or 100 basis points. Stephen Innes, Managing Partner at SPI Asset Management gives us his projections and what this means for markets. Credit: MicroStockHub See omnystudio.com/listener for privacy information.

The European Central Bank surprised markets by raising rates after 11 years by 50bps. Inflation and a weakening Euro were cited as the main reasons for this move. Carlos Casanova, Senior Economist at UBP tells us the implications of this move and whether it means a recession is inevitable. See omnystudio.com/listener for privacy information.