Market Watch

News that there might be a resolution to the US-Israel war on Iran has been dominating market sentiment with the latest (conflicting) updates causing equities to rise and crude oil to fall. Laurent Lequeu, an independent market with the Macro Butler newsletter shares his insights on what sectors to pay attention to. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Asian indices like the Taiwan Index and South Korea's Kospi have rallied on the back of the global AI boom. How attractive is the Asia tech hardware sector for investors? David Chow of Azure Capital weighs in on this and other market trends. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Malaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two years. But fresh macro data is beginning to paint a more cautious picture. Jessica Low a senior analyst at MBSB Research shares her outlook for this sector, the key risks ahead, and where she still sees value. Image Credit: Shutterstock See omnystudio...

S jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach the highest in about 4½ years. Tim Waterer, Chief Market Analyst at KCM Trade, shares his insights on this would guide the decisions of the US Federal Reserve and the Reserve Bank of Australia. Image Credit: Shutterstock See omnystudio.com/listener...

Overnight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above expectations. Tony Nash, CEO of Complete Intelligence, joins us to analyse what these developments might signal for markets ahead. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Global bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What does this mean for the outlook of regional equities? We discuss market trends with Dilin Wu of Pepperstone. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lower, but our ringgit has managed to maintain strength this year. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence joins us to talk about how currencies in the region will perform in the current quarter. Image Credit: Shutterst...

The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on this as well as what sectors to look at going forward. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait of Hormuz blockade ongoing, how should investors position their portfolios? Kingsley Jones of Jevons Global weighs in. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia Pacific index hovers near record levels, the momentum is dangerously concentrated in a single sector. Aidan Yao of Amundi joins the show to unpack why risk of complacency by investors and whether the AI Memory Supercycle has entered bubble territory....

Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields and surging inflation, Tim Mulholland of TJM Limited joins the show to unpack the exuberance behind the 7,500 milestone and what a Kevin Warsh led Federal Reserve means for your portfolio. We explore the growing concentration risk in the US and w...

Are soaring tech stocks blinding the market to a structural collapse in the traditional economy? While AI demand creates a high-growth "mirage" in the Nasdaq, the reality at the factory gates is sobering. With US inflation hitting a three-year high and energy prices surging, the global economy is fracturing into two distinct speeds. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, j...

The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally? We discuss the trends to watch with Mich Schneider of Market Gauge. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, driven by a surge in wealth management and fee income that now accounts for nearly 40% of their total earnings mix - what does this mean for the sector? We discuss with Geoff Howie, Market Strategist, Singapore Exchange. Image Credit: Shutterstock See...

Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil prices remain elevated, geopolitical tensions persist, and inflation risks re-emerge, what could challenge the momentum behind this powerful market rally? Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Stronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all shaping the outlook for global markets. As inflation pressures build across ASEAN and Malaysia prepares to release its latest GDP figures, how are investors and policymakers positioning for the rest of 2026? Image Credit: Shutterstock See omnystudio.co...

Bitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory developments, and its growing role as a geopolitical hedge. As stablecoin legislation advances and attention turns to broader digital asset adoption, what is the outlook for cryptocurrencies, and where could the next wave of momentum come from? See omnystu...

Markets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major economies escape the risks of stagflation if the crisis is prolonged? We discuss the market outlook with independent analyst Laurent Lequeue. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Momentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the table? We discuss with Tony Nash, CEO, Complete Intelligence. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conflict. Could investor buoyancy take a hit if global energy costs remain elevated? We discuss the outlook for US markets with Joseph Sroka of NovaPoint Capital.  Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries, suggesting the rally is becoming more diversified rather than concentrated in mega-cap stocks. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing inflation risks? We discuss the sustainability of the stock rally and central bank policy direction with Kingsley Jones of Jevons Global. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to take over next. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his takeaways on Powell's speech, along with the impact of Brent crude almost reaching USD120 a barrel on the ringgit. Image Credit: Shutterstock See omnystudio.com...

Mag 7 stocks have outperformed this month but still lagged the S&P500 on a year-to-date basis. Will this week's earnings results of Microsoft, Alphabet, Amazon and Apple provide the catalyst for stock rallies? We discuss this and other trends moving international markets with David Dietze of Dietze Wealth Management Group.  Image Credit: Shutterstock See omnystudio.com/listener for privac...

Ahead of the release of quarterly earnings from names like Apple, Amazon, Alphabet and Meta, markets have been generally upbeat. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, discusses the reactions so far with the S&P500 and Nasdaq hitting record highs. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.