Market Watch

The Nasdaq hits an all time high on the back of big tech gains but is this a rally that has more legs? Tim Mulholland, President of TJM Limited warns that it might be a bubble. He also gives his alternative investment ideas which include laggards that still have strong fundamentals and good free cash flow. See omnystudio.com/listener for privacy information.

With more companies now facing margin pressure and uncertain futures, many have started withdrawing guidance on earnings. We speak to Jeffrey Halley, Senior Market Analyst at OANDA, for his take on this, as well as his views on how a brewing US-China argument and oil prices, may affect global markets. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management explains the disconnect between the weak result season and the apparent robustness of markets but warns that soft patches will be expected. He also weighs in on the aviation industry and the tough times ahead. See omnystudio.com/listener for privacy information.

Tech giants Apple and Amazon released good financial results for 1st quarter but also warn that tough times are ahead. Even Apple has withdrawn their guidance while Amazon will spend their profits on weathering the pandemic. So we speak to Kingsley Jones, Chief Investment Officer of Jevons Global to find out if it is time to dip our toes back into market and if not, where we can hide while the sto...

With a -4.8% print, the US economy is at its lowest ebb since the Global Financial Crisis. Yet markets are surging and earnings appear resilient. US-based Tony Nash, the CEO of Complete Intelligence, explains the dichotomy. See omnystudio.com/listener for privacy information.

It's been a mixed bag for US corporate earnings. But the picture is clearly bleak for Europe's banks, which might lead to a regulatory push to merge its weakest lenders. Jack Kouzi, Director for Strategy, VFS Group, explains. See omnystudio.com/listener for privacy information.

We speak to Joe Quinlan for his expectations on first quarter US GDP numbers, his view on big tech earnings and how he's looking at US banks and the overall commodity landscape. See omnystudio.com/listener for privacy information.

We go around the world with Stephen Innes, Chief Global Market Strategist, AxiCorp on US earnings (this week will be the busiest), oil prices as contracts expire, Japan monetary stimulus and its lack of effectiveness, Fed and ECB moves, and the bullish Aussie dollar. See omnystudio.com/listener for privacy information.

On today’s segment of World Market Watch, we speak to Tim Mulholland of TJM Limited, about US Equities, employment, and how cash-strapped corporates are dealing with the economic fallout from the Covid-19 pandemic. See omnystudio.com/listener for privacy information.

With oil prices falling, it would seem a good time to buy but Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank says the only buyer might be China and with their recovery uncertain, low prices are set to stay. He however warns that this is bad for the Ringgit as we are still a net energy exporter. See omnystudio.com/listener for privacy information.

Markets are in flux all over the world, amid concern over the progress of the novel coronavirus and the bottoming out of global oil demand. To better understand the implications of the crude price collapse, as well as Hong Kong's move to defend its peg, we speak to Jeffrey Halley, Senior Market Analyst at OANDA. See omnystudio.com/listener for privacy information.

As US oil prices fell below zero for the first time in recorded history, we speak to Joe Quinlan of the US Trust-Bank of America Private Wealth Management, to get his thoughts on whether or not prices can recover, as well as how it will affect broader US markets. See omnystudio.com/listener for privacy information.

Amid a simultaneous demand and supply shock, oil prices in the US hit their lowest point in 18 years on Friday. We speak to Kingsley Jones of Jevons Global for insight into this, as well as other global markets, Wall Street sentiment, and China's GDP contraction. See omnystudio.com/listener for privacy information.

As Covid-19 runs its course, there are early signs that China growth might mitigate America's slowdown, says Carlos Casanova, Chief Asia Economist, Coface, who offers these estimates for 2020 at this point in time: China: 4.0% USA: -2.9% Italy: -8.2% Global GDP: -1.3% Global trade: -4.3% Global insolvencies: +25% See omnystudio.com/listener for privacy information.

US markets were dragged down by financial stocks as big banks JP Morgan, Wells Fargo and Citigroup reported their first-quarter earnings. CEO of Complete Intelligence, Tony Nash, discusses their prospects. See omnystudio.com/listener for privacy information.

UOB Kay Hian's research head Vincent Khoo says businesses like telcos, utilities and to some extent gaming might prove safe harbors for investors as Covid-19 pummels the economy. See omnystudio.com/listener for privacy information.

Jack Kouzi of VFS Group in Australia is a huge China bull. And in this period of extreme pessimism, it's never been a better time to invest in a country which might well replace emerge as the next economic superpower. See omnystudio.com/listener for privacy information.

We speak to Joe about the likelihood of further cuts if the OPEC+ deal doesn't support prices, his outlook for US banks as earnings seasons starts again this week and whether he sees any regions that could see a V-shaped recovery. See omnystudio.com/listener for privacy information.

We speak to Joe about the likelihood of further cuts if the OPEC+ deal doesn't support prices, his outlook for US banks as earnings seasons starts again this week and whether he sees any regions that could see a V-shaped recovery. See omnystudio.com/listener for privacy information.

We speak to Stephen about OPEC+'s historic oil output deal, US stocks as they recorded their biggest weekly gain since 1974 and his expectations for China's upcoming GDP numbers. See omnystudio.com/listener for privacy information.

Tim Mulholland, President at TJM Limited weighs in how US equity markets have reacted in past week and whether the worst is over. He also gives us his views on whether the Euro 540 billion package is enough for Europe to weather the economic crisis without the issuance of a coronavirus bond. See omnystudio.com/listener for privacy information.

Although markets remain volatile over the unknown impact from Covid-19, Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank reminds us that gold is not an unwavering safe haven asset while every Asian country is likely to be heading for a recession. See omnystudio.com/listener for privacy information.

Following the $2 trillion and counting US stimulus package, Japan unveiled its $1 trillion package after declaring the country under a state of emergency. Indonesia had its biggest USD bond issue ever while the Fed offers a $60 billion loan. Jeffrey Halley assesses whether such money will do the job of resuscitating regional economies. See omnystudio.com/listener for privacy information.

With uncertainty the name of the game in global markets, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management says that it might be too early to be overweight in oil, European and Asian assets. See omnystudio.com/listener for privacy information.

With uncertainty the name of the game in global markets, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management says that it might be too early to be overweight in oil, European and Asian assets. See omnystudio.com/listener for privacy information.