Market Watch

US government is set to reopen soon but the data vacuum continues which leads to uncertainty over the Fed rate decision in December. We ask Dilin Wu, Research Strategist, Pepperstone whether a rate cut is certain and is that the reason for the recent market recovery. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US Government looks set to reopen after the longest shutdown in history. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that was the reason for markets to rally after a rather weak start to November. We then ask what is the investment strategy to adopt as we look ahead to 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy inform...

US markets managed to end Friday mixed despite a weak start but is this time to deploy more cash or take money off the table?  Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on the likelihood of a Fed rate cut in December. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets corrected sharply on poor job numbers and concerns over valuations. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Management Group if this is the beginning of a correction after more than 3 years of a bull run. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Although US ADP employment data shows job creation, how accurate are the numbers? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also look at the impact of the longest government shutdown in history. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

This year, the Singapore Straits Times is up 16% on a year to date basis, one of the better performing Asean markets. We ask Geoff Howie, Market Strategist, Singapore Exchange if this rally has legs in 2026 and are share buybacks a good or bad thing? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Carlos Casanova, Senior Economist at UBP, says the fragile trade truce between the U.S. and China could boost China’s economy  provided it holds. He expects key milestones to include the resumption of rare earth exports from China to the rest of the world and a reduction in tariffs on fentanyl-related products. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information...

Kimberly-Clark Strikes $40 Billion Deal for Tylenol Maker Kenvue whilst OpenAI signs $38bn cloud computing deal with Amazon. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what do these deals indicate about US corporates. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

What does the recently signed US-China trade deal mean for markets which continue to rally on the strength of technology and AI stocks? Kingsley Jones, Chief Investment Officer, Jevons Global gives us the answer while we also look at the Chinese economy and markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

A trade deal was finally agreed between China and the US after presidents of both countries met face to face after 6 years.  Tim Mulholland, President, TJM Limited tells us what this means for markets. We also look at the recent tech results and if an AI bubble is forming. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Although Budget 2026 was rather devoid of large scale infrastructure projects, there was an uptick in development expenditure for transportation and East Malaysia. Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us are the winners of this disbursement.  Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As expected, the Federal Reserve cut rates by 25bps at October's FOMC meeting. However there is less certainty as to whether the cuts will continue in December and into 2026 due to the information vacuum and the change in Fed Chair in May. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what he expects and also the direction of the Ringgit . Image Credit: Shutterstock.com S...

Malaysia’s auto sector is at an inflection point  as vehicle deliveries softened sharply in September, Amalia Zarir, Analyst, MBSB Research tells us if this is the beginning of an auto sales slowdown. We also ask her if Budget 2026 had any goodies for the sector and which listed auto company stands to benefit. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informa...

The US Fed is expected to cut rates by 25bps in October's FOMC but for the rest of the year and even into 2026? Tim Waterer, Chief Market Analyst, KCM Trade tells us what will guide the Fed in their decision making process whilst we determine if markets are overbought. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets hit record new highs on the back of expectations of positive trade talks with China and strong corporate earnings from the Magnificent 7. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if  markets are priced to perfection and if there are other markets that will also provide similar upside. Image Credit: Shutterstock.com See omnystudio.c...

With Sabah state elections round the corner, what are the economic opportunities and investment themes that are available? Redza Abdul Rahman, Director of Research, BIMB gives us the facts and also the listed companies that stand to benefit . See omnystudio.com/listener for privacy information.

US and China may have agreed to defer rare earth controls, whilst Australia and US have signed a USD 8.5bn deal to develop joint resources on this. But will all deals be financially lucrative? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Dilin Wu, Research Strategist at Pepperstone, expects oil prices to stabilise following the initial surge triggered by U.S. sanctions on Russian oil producers Rosneft and Lukoil. She also anticipates gold prices to steady and regain upward momentum toward the end of the year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Wall Street reacted negatively overnight as earnings season gets underway with Q3 earnings being released. Meanwhile, gold has fallen more than 6% in the past 5 days, after chalking up all-time highs. Tony Nash, CEO, Complete Intelligence, analyses the latest price movements for opportunities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

History has been made in Japan with a female Prime Minister taking helm. However, what economic and monetary policies will Sanae Takaichi introduce? Carlos Casanova, Senior Economist, UBP tells us his perspective whilst also weighing in on China's 5 year plan. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

An electricity outage on 15 October that hit parts of the Klang Valley and Johor Bahru has reignited concerns over Malaysia’s power security. Isaac Chow, Senior Equity Analyst, Affin Hwang Investment Bank tell us which companies stand to benefit from capacity expansion and the shift to renewable energy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With US- China trade talks happening soon, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for what could materialise and the investment strategy to adopt. We also take a look at why Japanese equities are rallying but not their bond market. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Wall Street saw significant losses in reaction to how smaller regional banks performed. Meanwhile, gold has been on a tear, reaching a new all-time high as it chalked up a 30% gain in the past 2 months. Tim Mulholland, President at TJM Limited, shares some insights into the current market dynamics and what we can expect. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy inform...

The government is looking to introduce legislation that would hold senders and recipients of goods accountable for overloaded lorries, closing a loophole that some in the industry have long been pointing out. How far will this go to prevent accidents caused by the overloading of haulage vehicles? We hear from Prof. Dr. Farhan Sadullah of University Putra Malaysia. Image Credit: Shutterstock.com Se...

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank shares his insights on what’s moving international markets as the Fed flies blind amid missing crucial economic data. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.