Market Watch

Jack Kouzi, Director for Strategy, at VFS Group, reckons that investors should brace for a rollercoaster ride as US polls loom, revealing also that despite being a US and China permabull, he is rotating out into industrial names that include Boeing, Caterpillar and US banks. Image Credit: Nick Chong on Unsplash See omnystudio.com/listener for privacy information.

What can we expect from new data due to be released from the US this week? Joe Quinlan, Chief Market Strategist, US Trust-Bank Of America Private Wealth Management talks jobless claims and the likely hood of interest rates remaining low to meet inflation targets. We also discuss Apple and Tesla's share splits and Warren Buffet's $6 billion purchase into Japanese trading companies See omnystudio.co...

Tim Mulholland gives us his key insights from Jerome Powell’s speech at the Federal Reserves Symposium, the potential impact on financial stocks and his favourite US bank. Tim also gets into the non-FAANG stocks he’s watching and companies he thinks could benefit from COVID-19 government related contracts. Image Credit: EPA-EFE See omnystudio.com/listener for privacy information.

Vishnu Varathan breaksdown his expectation for the awaited Fed meeting tonight, his thoughts on the divergence between Wall Street and Main Street, and Hurricane Laura's potential impact to oil prices. Image Credit: EPA-EFE See omnystudio.com/listener for privacy information.

Phase 1 US-China trade discussions, Salesforce displaces Exxon in the Dow Jones, Tesla's fundamentals, and is it time to buy airlines? Tony also gets into his expectations from the Federal Reserve out of Jackson Hole this week. Image Credit: Pavel Ignatov / Shutterstock.com See omnystudio.com/listener for privacy information.

Joe Quinlan gets into his expectations around new monetary policy framework at Jackson Hole this week, whether Dell and HP could benefit from the pandemic as much as the FAANGs, and his outlook on the Euro and US dollar. Image Credit: EPA-EFE See omnystudio.com/listener for privacy information.

Even though the S&P 500 is back to its pre-pandemic levels, financial stocks are lagging the market we discuss why this is so, as well as the case for investing in European equities, and the rise of China’s as an alternative listing destination for tech stocks with its Shenzen’s ChiNext start-up board.

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According to Carlos Casanova, Economist for Asia Pacific at Coface, inflation must pass 2% annually and unemployment must descend to 5% before interest rates may rise - hurdles which appear lofty, given the pressures imposed by the pandemic. See omnystudio.com/listener for privacy information.

Stock splits are squarely on the horizon for US megacap tech companies like Amazon, Alphabet and even Facebook, says Jack Kouzi, Director for Strategy, VFS Group, even as he decries the sense or possibiity of a TikTok sale to a US company. See omnystudio.com/listener for privacy information.

The Securities Commission has raised the approved gearing limit for Malaysia REITs from 50% to 60% with immediate effect. Loong Kok Wen, Regional Head of Property at RHB Research gives us the rationale why the regulators made such a move and who stands to benefit. She also explains her rationale for the sector call and what her top picks are. Image source: EPA See omnystudio.com/listener for priva...

The Japanese economy is in dire straits with a GDP contraction of 28% but yet the equity market has recovered from the March lows. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management on the disconnect and if there are any buying opportunities. He also weighs in on the US elections and what actually will move markets which is not necessarily who sits in the White H...

Folllowing a huge liquidity infused rally since its March lows, global share markets are now showing signs of lethargy. With US elections looming, investors are now asking whether markets are taking a breather or another rally could be on the cards. Stephen Innes, Asia Pacific Market Strategist, with AxiTrader, discusses. Image Credit: EPA-EFE See omnystudio.com/listener for privacy information.

US markets have been on a sustained climb, lifted by technology stocks. But as the bull run continues, investors are starting to question whether the tech frenzy is now overdone? We ask this question of Tim Mulholland, President of TJM Limited, and also get his thoughts on US inflation figures and the trajectory of gold. See omnystudio.com/listener for privacy information.

Palm oil inventory fell by 11% month-on-month to 1.7m metric tonnes in July due to higher export demand from India and EU and lower output. We discuss with Alvin Tai, Soft Commodity Analyst, Bloomberg Intelligence on the outlook of CPO prices in view of resurgence of Covid-19, possible record high soybean output and the La Nina. Image Credit: Mohd Rasfan / AFP See omnystudio.com/listener for priva...

Overnight, US stocks briefly surpassed all-time highs reached before the pandemic, propelled by the tech sector. As we seek out what else we can expect, we turn to Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank for his analysis on movements in US bond yields, the UK economy, and Malaysia's upcoming Q2 GDP numbers. Image Credit: Agnes Weiss / AFP See omnystudio.com/listener for priv...

With Gold seeing its biggest decline in 7 years and bond yields jumping, we reach out to Jeffrey Halley, Senior Market Analyst at OANDA for his insight into global market performance overnight. We cover some data expected out of the US, Singapore's latest GDP numbers, and the bright spots in the Australian economy. Image Credit: EPA-EFE See omnystudio.com/listener for privacy information.

The Morning Run speaks to Jack Kouzi on the potential impact to Tencent from the proposed Trump ban on WeChat, Huawei running out of chips, and his long term view on Chinese tech stocks. See omnystudio.com/listener for privacy information.

The Morning Run gets into Apple stock supporting Berkshire Hathaway earnings, Saudi Aramco continuing dividend even as profits fell 73% on-year, as well as thoughts over whether the S&P 500 valuations are justified at this juncture. See omnystudio.com/listener for privacy information.

With the US Dollar losing steam, Carlos Casanova, Chief Asia Economist at Coface tells us which currencies stand to benefit while giving us a view on the Ringgit. He also weighs in on the Philippine economy and how bad their recession will be. See omnystudio.com/listener for privacy information.

Tony Nash, CEO Of Complete Intelligence tells us why markets in US are still hitting new highs while giving us his views on the direction of the US dollar and whether it makes a difference who sits in the White House this November. Image credit: EPA-EFE See omnystudio.com/listener for privacy information.

With scant commercial arguments in favour of a Tik Tok-Microsoft merger, Jack Kouzi, Director of Strategy at VFS Group, fails to see the point of such a transaction, not helped by threadbare US govt authority to engineer such a union. Image Credit: Olivier DOULIERY / AFP See omnystudio.com/listener for privacy information.

With few signs of the retail mania dissipating from the stock market, smart money is now pivoting towards gold, and the allure of ASEAN as the next growth region. Peter Lundgreen, CEO of Lundgreen's Capital, elaborates. See omnystudio.com/listener for privacy information.

With few signs of the retail mania dissipating from the stock market, smart money is now pivoting towards gold, and the allure of ASEAN as the next growth region. Peter Lundgreen, CEO of Lundgreen's Capital, elaborates. See omnystudio.com/listener for privacy information.

Apple, Alphabet, Amazon and Facebook’s earnings may have justified their eye-watering rally, though concerns about how far behind Main Street remains is still a concern. Stephen Innes, Asia-Pacific Market Strategist, AxiTrader, sheds light. Image Credit: BERTRAND GUAY, ANGELA WEISS, Tobias SCHWARZ, Mark RALSTON / AFP See omnystudio.com/listener for privacy information.

The Morning Run speaks to Vishnu for his expectations for US GDP numbers due tonight, whether we could see more stimulus to support the slowing economy, gold prices rising as the dollar falls, and whether Singapore could see more job losses. Photo Credit: John Guccione/Pexels See omnystudio.com/listener for privacy information.