Market Watch

U.S earnings season kicks off this week. Will these quarter's results justify the equity risk premium that investors have been paying for stocks? The Morning Run asks Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management. They also get into the prospects of US financial stocks, European stocks and the European economic recovery, as well as where the Dollar could move. See...

U.S earnings season kicks off this week. Will these quarter's results justify the equity risk premium that investors have been paying for stocks? The Morning Run asks Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management. They also get into the prospects of US financial stocks, European stocks and the European economic recovery, as well as where the Dollar could move. See...

Alibaba’s $2.8 billion will likely spook investors eyeing opportunities in China. Are China’s regulators trying to kill the sector that lays the golden egg? The Morning Run ask Kingsley Jones, Chief Investment Officer at Jevons Global. They also get into Didi Chuxing's IPO, Australia travel stocks, and whether Australia is losing out on the SPAC craze. Image credit: testing/Shutterstoc...

JPMorgan Chase CEO Jamie Dimon has come out to say that he thinks the US boom could last until 2023- but that equity valuations are "quite high". We ask Tim Mulholland, President of TJM Limited, for his thoughts on this, as well as what investors should look to for optimum returns. See omnystudio.com/listener for privacy information.

Fed officials were rather unanimous, downplaying inflation in the just released FOMC minutes, The Morning Run checks in with Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, for his takeaways from the minutes. We also get his views on manufacturing and inflation, GDP divergence between developed and low income nations, and monetary policy from China and Singapore. See omnystudio.c...

As investors wait for the corporate earnings season to start, does the stock rally still have legs? The Morning Run speaks to OANDA's Jeffrey Halley about this, oil production and prices, Australia and New Zealand's travel bubble, as well as financial implications of rising geopolitical tensions between Russian and Ukraine. Image credit: Shutterstock.com See omnystudio.com/listener for privacy inf...

According to media reports, the Mass Rapid Transit Line 3 (MRT 3) has been green lit by cabinet to update studies conducted previously including alignment and costs which will take three months. The roll-out of MRT 3 is seen to be positive for construction sector, however there are questions around how the project will be implement or funded. We speak to Chong Tjen-San, Senior Vice President with...

Biden's infrastructure plan reliance on tax hikes looks to be a major obstacle to gaining bipartisan support. The Morning Run speaks to Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management, for his thoughts on funding options for the plan. They also get into the possible implications of increasing the corporate tax rate, the future for “old” energy produ...

Could US Treasury yields might break past 1.75% this week? The Morning Run gets into this as well as the exuberance around the recent U.S job’s report, Singapore's central bank monetary policy, and yields of Malaysia Government Securities following FTSE Russell's decision to remove Malaysia from its watchlist and maintain Malaysia's status on it's World Government Bond index. Image Credit: S...

Carlos Casanova gives us an excellent roundup of markets in the US, oil price developments, China's manufacturing and his assessment of Malaysia's growth forecast. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Equity markets have rallied for the past year, but we could be nearing the tail end of a relatively short bull run. So is it time to rotate into value stocks, and out of growth stocks? See omnystudio.com/listener for privacy information.

On today’s world market watch, we ask Jack Kouzi, Director for Strategy, VFS Group his opinions on Bytedance’s current valuation, the domino effect of the Archegos capital storm and the trend of secondary listings in Hong Kong by Chinese tech companies. See omnystudio.com/listener for privacy information.

Archegos and EverGiven are the latest issues to roil global markets but the panacea is to stay invested, focus on fundamentals and adopt a long-term investment horizon, according to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth. See omnystudio.com/listener for privacy information.

With the FBMKLCI underperforming regional markets in 2021, what are the investment opportunities for the Malaysian equity market? Is it time for cyclicals or has all the money been made? Raymond Tang Chee Kin, Chief Executive Officer, Eastspring Investments Berhad gives us his views. See omnystudio.com/listener for privacy information.

The S&P500 is trading at PE levels not seen since the DotCom Bubble, is this equity rally wading now that stimulus measures are tapering off? Tim Mulholland, President of TJM Limited, gives us his thoughts. See omnystudio.com/listener for privacy information.

What could the vaccine rollout contribute to the global economy in 2021? Is inflation inevitable? Which countries might recover faster and which might fall behind? To find out, The Morning Run speaks to Suan Teck Kin, Head of Global Economics & Markets Research from UOB, about his forecast for global growth. See omnystudio.com/listener for privacy information.

Although Jerome Powell has played down inflation risks, global markets continue to be concerned over it. As Singapore’s economy starts to recover, will reflation in asset prices become a problem? The Morning Run speaks with Vishnu Varathan of Mizuho Bank about this, as well as his thoughts on central bank policies in Indonesia and the Philippines, and the impact of prolonged travel restricti...

Oil rally ends, cryptos in doubt, and US Treasury auctions implication on Bond yields this week. The Morning Run gets into this with Jeffrey Halley, Senior Market Analyst with OANDA, and also dive into Jeff's thoughts about Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen's first joint testimony before a U.S House committee. See omnystudio.com/listener for privacy informa...

Interest rate cuts and stagnant economies have not spelt out a great 2020 for the banking sector. However, with vaccine rollouts in progress and the first green shoots of recovery appearing, is the banking sector cycling into the spotlight? What are some banking stocks to watch? For insight, we speak to Thilan Wickramasinghe, Head of Research and Head of Regional Financials, Maybank Kim Eng Singap...

The Biden administration is considering a new $3 trillion economic plan that will focus on infrastructure, climate change and human capital. What impact will this have on markets? Joe Quinlan of the US Trust-BofA Private Wealth Management weighs in on this, as well as Biden’s proposed tax hikes, Treasury auctions, SPACs, and Euro assets. See omnystudio.com/listener for privacy information.

Why has the Ringgit’s value fallen against the US Dollar in the past month? The Morning Run speaks with Stephen Innes of Axi for his perspective. He also discusses the key drivers of the US Dollar and the impact of the falling Turkish lira on emerging markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Fears of runaway inflation have spooked markets and sent US T-Bill yields much higher, though some perspective is much-needed, according to Carlos Casanova, Senior Economist at UBP. See omnystudio.com/listener for privacy information.

Singapore has outperformed its ASEAN peers, with the STI up about 10% on a year-to-date basis. We speak to Geoff Howie, Market Strategist at SGX, for his insights on what is driving the rally as well as his view on the fourth-quarter results season. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Song Seng Wun from CIMB Private Banking provides his perspective on the Fed's decision to keep interest rates near zero and whether the strengthening Chinese yuan is impacting Singapore's economy. See omnystudio.com/listener for privacy information.

Jack Kouzi helps us navigate through the upcoming Grab IPO, the current investment climate and how the Chinese government is clamping down on Alibaba and Tencent. See omnystudio.com/listener for privacy information.