Market Watch

CPO prices have breached RM4000/tonne recently on the back of low palm oil inventories and bad weather conditions in South America impacting the supply of the key substitute oil, soybean. But is this rally sustainable and which planter stands to benefit? Alvin Tai, Soft Commodity Analyst at Bloomberg Intelligence, gives us his views. See omnystudio.com/listener for privacy information.

Joe Quinlan from the US Trust-BofA Private Wealth Management dissects the recent US equities rally, which sectors are expected to continue to shine and whether he expects the stimulus checks to trickle down to markets. See omnystudio.com/listener for privacy information.

The Dow Jones Index has outperformed the Nasdaq over the past three weeks. Does this indicate that the smart money has shifted in cyclicals over yield-sensitive tech stocks? The Morning Run speaks with Kingsley Jones of Jevons Global, who also weighs in on sectors like energy and financials, signs of inflation, and gold prices. See omnystudio.com/listener for privacy information.

Earlier this week, it was reported that the East Coast Rail Link (ECRL) has reached a progress rate of nearly 21% thus far, indicating that the project development is ahead of schedule. Meanwhile, the government will table the 12th Malaysia Plan, which will lay out the country's development agendas, once Parliament reconvenes. How might these developments impact the construction sector? The Mornin...

Last night, the Nasdaq rallied 2.5%, led by the chipmakers. What is driving the volatility in this tech-heavy index? The Morning Run speaks with Tim Mulholland of TJM Limited for some insight. He also shares his thoughts on Tesla as a long-term investment, public listing via SPACs, and inflation concerns. See omnystudio.com/listener for privacy information.

The US Dollar is back in vogue with the Bloomberg Dollar Index rising 1.24% since late February, but will this reverse with the expected debt raising to fund the $1.9 trillion stimulus package in the US? Vishnu Varathan of Mizuho Bank weighs in on this, as well as the ringgit depreciation, Singapore's STI, and whether he expects the treasury yield curve to continue to steepen. See omnystudio.com/l...

The Nasdaq jumped 3.69% last night, ending 5 days of consecutive losses. Is this a dead cat bounce, or is Big Tech back? The Morning Run dives into this with OANDA's Jeffrey Halley. He also weighs in on SPACs, cryptocurrency, and the travel and tourism sector. See omnystudio.com/listener for privacy information.

The Nasdaq corrected sharply again, its lowest since November - is it time to bottom fish or are the valuations still too rich? We get a perspective from Joe Quinlan, Chief Market Strategist at the US Trust-BofA Private Wealth Management, as well as a look at treasury yields, US employment numbers, and sustainability of current Brent crude prices. See omnystudio.com/listener for privacy informatio...

The Nasdaq corrected sharply again, its lowest since November - is it time to bottom fish or are the valuations still too rich? We get a perspective from Joe Quinlan, Chief Market Strategist at the US Trust-BofA Private Wealth Management, as well as a look at treasury yields, US employment numbers, and sustainability of current Brent crude prices. See omnystudio.com/listener for privacy informatio...

Following the surprise recovery in US equity markets last week, and the passing of President Joe Biden's $1.9 trillion stimulus plan in the Senate, we reach out to Stephen Innes,  Global Chief Market Strategist at Axi, for how markets will react to the news this week. See omnystudio.com/listener for privacy information.

China's National People's Congress meets this week to lay plans for a future that includes an even larger population, even more technology and innovation and more people in its cities, according to Carlos Casanova, UBP's Senior Economist. See omnystudio.com/listener for privacy information.

As we wrap up the fourth quarter 2020 corporate results season, Jeremy Goh, Head of Research at Hong Leong Investment Bank, helps us review the numbers. He also tells us what to expect for 2021 and what themes will outperform. See omnystudio.com/listener for privacy information.

Tony Nash from Complete Intelligence helps us navigate through the recent US market volatility, tech stocks, and offers his perspective on office collaboration companies like Zoom and Slack. See omnystudio.com/listener for privacy information.

With US markets on the downtrend for the last two weeks, are we in the bear market territory? Jack Kouzi, Director of Strategy at VFS Group, gives us his views whilst weighing in the very "hot" Australian property market and perhaps the best way to get exposure to this rally. See omnystudio.com/listener for privacy information.

With growth and cyclical stocks appreciating, is Big Tech still the sector to be overweight on? Joe Quinlan, Chief Market Strategist at the US Trust-BofA Private Wealth Management, gives us his views while weighing in on cryptocurrencies and SPACs. See omnystudio.com/listener for privacy information.

With global recovery on track and inflation starting to be a concern, commodity prices have started to creep up. We ask Kingsley Jones, Chief Investment Officer at Jevons Global, whether this price trend is the beginning of a supercycle and what other factors are driving this. See omnystudio.com/listener for privacy information.

US 10-Year Treasuries hit a yield of 1.6% at one point last night. This closely watched figure sent markets into a tailspin especially the Nasdaq, which was down by 3.5%. Is the euphoria for equities over? Tim Mulholland, President of TJM Limited, shares his insights into this, as well as his thoughts on Airbnb and DoorDash, SPACs, and what constitutes a value stock. Image Credit: Travis Wolfe / S...

The Fed and ECB are not expected to raise interest rates anytime soon, but are there central banks in this region that might do so? The Morning Run speaks with Vishnu Varathan of Mizuho Bank for his thoughts on this, as well as Hong Kong's recently-published budget and Singapore's economy. See omnystudio.com/listener for privacy information.

Federal Reserve Chairman Jerome Powell has signalled no immediate plans to change monetary policy - will this be enough to calm nervous markets? The Morning Run speaks to OANDA Senior Market Analyst Jeffrey Halley for his reactions to Powell's comments, and also his thoughts on Bitcoin's correction, gold's strengthening, and the overall commodities supercycle. Image Credit: Shutterstock.com See om...

The Nasdaq was down 2.5% last night as investors sold down technology stocks over valuation concerns - is this the end of the rally? The Morning Run asks Joe Quinlan, Chief Market Strategist at the US Trust-BofA Private Wealth Management, for his view. We also get into the commodity supercycle and cyclical sectors in play. Image Credit: Koshiro K / Shutterstock.com See omnystudio.com/listener for...

Bitcoin’s market value recently crossed the $1 trillion mark. What's stoking the Bitcoin blaze and is a bubble brewing? The Morning Run speaks to Stephen Innes, Global Chief Market Strategist at Axi, about this, as well as why the Japanese Yen is gaining against the US Dollar, and what Asian markets could benefit from the global chip shortage. See omnystudio.com/listener for privacy informat...

Carlos Casanova from UBP shares his insights on the US economy, how Singapore will finance their budget and China's hampered credit growth. See omnystudio.com/listener for privacy information.

The Bursa Technology Index (KLTEC) has gained about 115% over the last 12 months, while the KLCI is only up around 0.6%. Tan J Young, Senior Analyst at Hong Leong Investment Bank, explains the outperformance whilst weighing in on whether this rally still has legs despite the appreciating Ringgit and rising raw material cost. See omnystudio.com/listener for privacy information.

Tony Nash from Complete Intelligence, from freezing Texas, shares with us the current supply constraints in the US impacting oil prices in the short- and medium-term. See omnystudio.com/listener for privacy information.

Jack Kouzi shares with us the different market bubbles proliferating across the globe and how interest rates are the likely but not imminent cold shower. See omnystudio.com/listener for privacy information.