Market Watch

The Morning Run speaks to Tony Nash about the Dow breaking past 30,000 and whether he's risk-on or risk-off, the stuttering economic recovery in the US, Janet Yellen as Biden's Treasury Secretary and what that could mean, as well as whether oil has more legs to rally. Image Credit: Red Money / Shutterstock.com See omnystudio.com/listener for privacy information.

The Dow hit an all-time high of 30,000 points as investors piled into cyclicals on the back of positive vaccine news and the potential stimulus plan in the US. Jack Kouzi, Director of Strategy at VFS Group, tells us if this rally is sustainable. He also weighs in on Big Tech names and the recent risks. See omnystudio.com/listener for privacy information.

As President-elect Joe Biden looks set to nominate former Federal Reserve Chair Janet Yellen to the position of Treasury Secretary, we speak to Joe Quinlan, Chief Market Strategist at the US Trust-Bank of America Private Wealth Management, for his thoughts on whether this will herald a significant shift to US economic policy. We also ask Joe whether it's time to jump on the cyclical train, as more...

Fund flows, cyclical sectors and new China plays are the order of the day, even as America grapples with the Presidential transition and markets wait for a US government stimulus that has divided policymakers. Kingsley Jones, Chief Investment Officer of Jevons Global, discusses. See omnystudio.com/listener for privacy information.

Is it time to go back to tech stocks for the long term, with the possibility of further US lockdowns and restrictions? The Morning Run also speaks to Tim Mulholland about Tesla entering the S&P500, US Dollar weakness, US stimulus measures, and the disconnect between financial asset prices and the real economy. See omnystudio.com/listener for privacy information.

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The US Equity markets have pulled back from their recent highs, raising questions over whether this is a return to more risk-averse behaviour on the part of investors. We speak to Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, on what he thinks of Federal Reserve Chair Jerome Powell's recent comments, the signing of RCEP, as well as whether the strength of the Rupiah will play a r...

Rotational plays have reached Asian equities, so apart from stocks, what other assets are benefiting from this shift? The Morning Run speaks to Jeffrey Halley about this, whether gold still holds lustre, Amazon taking on the pharmacy business, thoughts on aviation as shares surge, and whether the Ringgit's strengthening will continue. See omnystudio.com/listener for privacy information.

With Moderna’s vaccine reporting an efficacy rate of 94.5% and the Dow hitting an all-time high of 30,000, is it time to change your investment plan? The Morning Run also gets into US Treasuries, how RCEP will impact the US, and whether increased regulatory scrutiny in China is a concern for investors. See omnystudio.com/listener for privacy information.

On news that Pfizer and BioNTech could come out with a Covid-19 vaccine as early as September, glovemakers have taken a hit. But overall, will this industry still be able to keep some momentum going? We speak to Stephen Innes, Global Chief Market Strategist at Axi, about Asian glovemakers, trade ties in the wake of RCEP, and the rotation into cyclicals seen in US equity markets. See omnystudio.com...

The rotation trade is starting to lose momentum - why is that happening? We also speak to Jeffrey Halley on the shape of the economic recovery, US-EU trade relations, and bullish currencies. See omnystudio.com/listener for privacy information.

The rotation trade is starting to lose momentum - why is that happening? We also speak to Jeffrey Halley on the shape of the economic recovery, US-EU trade relations, and bullish currencies. See omnystudio.com/listener for privacy information.

With a vaccine in sight, rotation was the name of the game as investors shifted into cyclicals, selling down the winners of this pandemic like work from home and technology stocks. Patrick Chang, Chief Investment Officer for ASEAN Equities at Principal Asset Management, gives us his views on what investment strategy works best while reminding us that a vaccine is no silver bullet. See omnystudio.c...

What will US-China trade relations look like under a Biden administration? What is China hoping to accomplish with the recent antitrust regulations on its tech giants? We speak to Tony Nash, CEO of Complete Intelligence, on these and more. See omnystudio.com/listener for privacy information.

Budget 2021 saw a 38% increase in the allocation for development expenditure. To find out which companies stand to benefit, we speak to Loong Chee Wei, Senior Associate Director at Affin Hwang Investment Bank. Image Credit: masuti / Shutterstock See omnystudio.com/listener for privacy information.

Will a successful vaccine change the tech stock narrative? We speak to Jack Kouzi about this as well as whether he's picking up any rotational or discounted stocks like banks, industrials, airlines, or hospitality. We also get into Ant Group's valuation and whether it's now a finance company instead of a tech company. Image Credit: Travis Wolfe / Shutterstock See omnystudio.com/listener for privac...

Market euphoria over Pfizer's vaccine news resulted in a rotation out of stay-at-home companies like Zoom and into travel and leisure stocks. Is this a knee-jerk reaction or something more sustainable? We also speak to Joe Quinlan about whether a Biden Presidency could be bad for stocks, his views on the tech and energy sectors, and whether the US Dollar will continue to weaken against emerging ma...

Is Budget 2021 the catalyst that Malaysian markets are looking for? Who are the winners and losers? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank. Brought to you by Mah Sing. See omnystudio.com/listener for privacy information.

Joe Biden is now President-Elect, though the Senate outcome hangs in the balance while uncertainty remains where ties with China is concerned. Kingsley Jones, Chief Investment Officer at Jevons Global in Canberra, discusses the market implications of a Biden win. See omnystudio.com/listener for privacy information.

Is a big stimulus package out of the question, now that it looks like Biden could have narrow victory but with a split legislature? We also speak to Tim about whether the Federal Reserve could do more quantitative easing, US equity sectors to watch, the impact of Prop 22 on Uber and Lyft, whether we could see a bear market for the US Dollar, as well as the impact of the Ant IPO disruption on IPOs...

Has China's reaction to the Ant IPO dented ambitions to compete with Wall Street? The Morning Run speaks to Vishnu about this as well as his thoughts on: - how the market is reacting to the close election, - what to expect from the Fed rates, - whether Singapore's manufacturing recovery is sustainable, - and the geopolitics of OPEC+ and its impact on oil production. See omnystudio.com/listener for...

Regulators in China suspended the listing of Ant Group. What does this mean for the firm's IPO, and will this impact Alibaba? We also speak to Jeffrey Halley about the US Elections, the ringgit, and his bet on the US Presidential winner. Image Credit: Piotr Swat / Shutterstock See omnystudio.com/listener for privacy information.

Regulators in China suspended the listing of Ant Group. What does this mean for the firm's IPO, and will this impact Alibaba? We also speak to Jeffrey Halley about the US Elections, the ringgit, and his bet on the US Presidential winner. Image Credit: Piotr Swat / Shutterstock See omnystudio.com/listener for privacy information.

Which direction could US equity markets go once results are announced? We get into this with Joe Quinlan, as well as his expectations for the Federal Reserve's jobs report this week, oil price implications from the US Elections, China's manufacturing growth, and his view on the US Dollar's strength going forward. See omnystudio.com/listener for privacy information.

The S&P 500 plunged 5.6% last week even though earnings of Big Tech including Microsoft, Amazon, and Apple all beat estimates. Stephen Innes gets into some reasons behind the selling in a sector. We also get into his view on US earnings from last week, thoughts around the US Election, and whether he expects Bank Negara Malaysia to cut rates. See omnystudio.com/listener for privacy information.