BFM Media
Market Watch
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Episodes
Don't Rule out a Santa Rally 15.12.2025 10:02
All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations whilst we ask if North Asian markets can continue the rally in 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informatio...
Doesn't Matter which Kevin is Fed Chair 14.12.2025 11:47
As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective on where markets are heading for the new year and where the other investment opportunities lie. We also ask if a new Fed Chair will change the trajectory of US monetary policy. Image Credit: Shutter...
Is the Fed Rate Cut Priced in? 11.12.2025 5:23
The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if this was priced in and were there surprises from Chair Jerome Powell. We also contrast the results of Broadcom and Oracle and what does that say about the tech sector. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy inf...
No Surprises, Fed Cuts Rates by 25bps 10.12.2025 7:59
The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us how many rate cuts we can expect in 2026. We also get a preview on whether the Bank of Japan will raise rates when they meet on 19 December. Image Credit: Shutterstock.com See omny...
2026, Another Good Year for Markets 09.12.2025 8:07
The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Dietze Wealth Management Group as to whether the rally will continue in 2026 and what would be the catalysts. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
American exceptionalism, A Theme For 2026 08.12.2025 7:19
With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and the asset allocation to adopt for 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Santa Rally is On The Way 07.12.2025 9:57
All eyes will be on the December's FOMC meeting that takes place this Wednesday as to whether there will be a rate cut. We ask David Chow, Director of Investment, Azure Capital if this is the catalyst for a Santa rally. We also discuss the outlook for Asian markets in 2026 and if Korea and China will be strong outperformers again. Image Credit: Shutterstock.com See omnystudio.com/listener for priv...
Too Soon To Determine Fed Rates Cuts in 2026 04.12.2025 12:37
The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if he is of the same view. We also ask him of his view of US and North Asia markets for 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Fed Rate Cut Expectations Rise, Markets React 03.12.2025 5:50
With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Tony Nash, CEO of Complete Intelligence, shares his insights into what to look out for as raft of economic data was released, including the ADP jobs report, the S&P PMI index and the ISM Services PMI. Image Credit: Shutterstock.com See omn...
Will The FBMKLCI See Growth in 2026? 02.12.2025 7:40
The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We ask Lim Sue Lin, Head of Research, Maybank Investment Bank as to why that is the case and if 2026 might be a turning point. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
North Asian Economies, Some Good and Some Bad 02.12.2025 7:35
This year North Asian markets have been on a tear with the enviable combination of strong economic fundamentals and a AI story. Carlos Casanova, Senior Economist, UBP tells us if 2026 will also be the year where China, Hong Kong and Japan continue to do well economically. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Ideas For Equities Strategy Into 2026 01.12.2025 6:12
Wall Street began the final month of 2025 snapping a 5-day winning streak on the back of bitcoin's worst day since March, declining 6% during a single session. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, assesses where markets are currently and what to look for going into the new year. Image Credit: Shutterstock.com See omnystudio.com/listener for p...
Positioning Your Investments For 2026 30.11.2025 10:18
The first 11 months of 2025, saw a Wall Street performance that was one of initial decline followed by a strong recovery, ultimately leading to gains that surpassed 2024's. Kingsley Jones, Chief Investment Officer at Jevons Global, shares his insights into what 2026 might look like for both equities and commodities like gold, silver and copper. Image Credit: Shutterstock.com See omnystud...
AI Theme to Continue in 2026 27.11.2025 8:18
Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone conclusion. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Fed, Waiting for More Data 26.11.2025 9:56
Although markets are pricing a 80% chance of a Fed rate cut in December, there could still be a chance of status quo. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank why and if the strong yuan is good for the Ringgit. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Who Will Win The AI Race 25.11.2025 7:35
The bond bulls were out in force yesterday with US yields dropping sharply. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group explains why whilst we ask if Alphabet is the new Nvidia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
The Attraction of Asian Markets 24.11.2025 7:01
Markets have recovered from recent lows as the the fear of an AI bubble recedes. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where are the investment opportunities especially in Asia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Volatility to Rule Markets for Now 23.11.2025 7:19
November has been a volatile month for equities with wide intra day swings. We ask David Chow, Director of Investment at Azure Capital what should be the investor strategy ahead and is the Federal Reserve likely to cut rates in December. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
US Markets in A Tailspin 20.11.2025 8:18
US markets traded in a wide range yesterday as investors turned nervous over tech valuations and uncertainty of a Fed rate cut in December. Joseph Sroka, Chief Investment Officer, NovaPoint Capital tells us what investment strategy to adopt in volatile markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Nvidia Delivers, All is Good in the Tech Space 19.11.2025 8:44
Nvidia results were better than expected, much to the relief of markets as there were concerns over an AI bubble. We ask Tony Nash, CEO, Complete Intelligence for his first impressions of the results whilst asking if there are other tech names like Broadcom and Coreweave are also buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
What’s Behind the Mid-November Stock Market Drop 18.11.2025 6:57
The mid-November drop across US equity markets may be a slingshot reaction following gains in previous months. Laurent Lequeu, independent market analyst and writer for The Macro Butler Newsletter, also shares his outlook on the yen and whether the Bank of Indonesia will adjust interest rates. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Markets Down, Opportunities Abound? 17.11.2025 8:19
Wall Street has registered three straight days of declines of around 1% and we ask as we approach the end of 2025, what should our investment strategy look like? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, helps us with some perspectives. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Markets Facing Headwinds, What's Next? 16.11.2025 9:12
Markets appear to be in correction mode for November. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what is driving this risk off mode and if it's time to buy the market or stay sidelined. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
What is Making Markets Nervous 13.11.2025 7:40
Despite the US government set to reopen, US market corrected sharply. We ask Tim Mulholland, President, TJM Limited as to why this happened. We also ask why oil prices continue to slide downwards while other commodities rally. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Ringgit, Finally Best Performing 12.11.2025 8:30
On a year to date basis, the Ringgit is one of the best performing currencies in Asia against the greenback. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if this is because of US Dollar weakness or Malaysia's domestic strength. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
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