Market Watch

Joe Quinlan believes that the trade war is not going to get worse and hopes that it will be boring on the US-China front in 2020. On Brexit, he believes that the easy money has been made and the UK market has to brace for tough negotiations. See omnystudio.com/listener for privacy information.

Joe Quinlan believes that the trade war is not going to get worse and hopes that it will be boring on the US-China front in 2020. On Brexit, he believes that the easy money has been made and the UK market has to brace for tough negotiations. See omnystudio.com/listener for privacy information.

The US and China have agreed on a Phase 1 deal, Boris Johnson saw a landslide win and a Bloomberg survey thinks Emerging Markets will make a comeback, The Morning Run discusses these with Kingsley. They also talk about the UN Climate talks.  See omnystudio.com/listener for privacy information.

The US and China have agreed on a Phase 1 deal, Boris Johnson saw a landslide win and a Bloomberg survey thinks Emerging Markets will make a comeback, The Morning Run discusses these with Kingsley. They also talk about the UN Climate talks.  See omnystudio.com/listener for privacy information.

The Morning Run speaks to Tim about his outlook on the Pound as exit polls indicate a Boris Johnson win, his thoughts on European Central Bank’s monetary policy strategy after Christine Lagarde's debut press conference and his sector and gold outlooks for 2020. We also get into the phase 1 deal between the US and China, China's signalling around fiscal policy and the push to make Macau a fin...

The Morning Run speaks to Tony about the new U.S. trade deal with Mexico and Canada, what's next for the Fed in 2020, as well as his thoughts on JP Morgan and Goldman Sachs' forecast that the S&P500 could hit 3,400 by the end of 2020. We also get into his thoughts on China and India's economies on the back of the Asian Development Bank cutting its economic growth forecasts for both nations. Se...

The Morning Run speaks to Dodge about potential impeachment impact on markets, locking in gains as we get closer to the trade deadline as well as Dodge's asset allocation strategy for 2020. We also ask him about the consolidation in the pharmaceutical and biotechnology space and whether Dodge will be getting in on the Aramco's listing.  See omnystudio.com/listener for privacy information.

As the Federal Reserve meets for the final time in 2019, markets are not expecting any rate action. In fact with fiscal relation a theme globally, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that there is a nice "set up'" for 2020. See omnystudio.com/listener for privacy information.

Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells us that despite a weak 3rd quarter corporate earnings season for the plantation sector, things looks brighter in the 4th quarter and also 2020 as CPO prices have recovered year on year. He however still prefers the small cap names as they are more leveraged to the commodity’s price movements. See omnystudio.com/lis...

Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells us that despite a weak 3rd quarter corporate earnings season for the plantation sector, things looks brighter in the 4th quarter and also 2020 as CPO prices have recovered year on year. He however still prefers the small cap names as they are more leveraged to the commodity’s price movements. See omnystudio.com/lis...

With the December 15th deadline fast approaching over the implementation of additional tariffs on Chinese imports, we speak to Stephen Innes, Asia-Pacific Market Strategist of AxiTrader to ask whether China is pressured to agree to phase one of a trade deal especially since exports numbers for November were the fourth consecutive month of decline. We also asked about the strength of the US economy...

With the December 15th deadline fast approaching over the implementation of additional tariffs on Chinese imports, we speak to Stephen Innes, Asia-Pacific Market Strategist of AxiTrader to ask whether China is pressured to agree to phase one of a trade deal especially since exports numbers for November were the fourth consecutive month of decline. We also asked about the strength of the US economy...

We speak to Carlos about developments on the US-China trade war front, India's economy following it's bad GDP numbers and Japan’s first stimulus package since 2016, which at USD121 billion, is one of the largest in recent history. See omnystudio.com/listener for privacy information.

We speak to Carlos about developments on the US-China trade war front, India's economy following it's bad GDP numbers and Japan’s first stimulus package since 2016, which at USD121 billion, is one of the largest in recent history. See omnystudio.com/listener for privacy information.

We speak to Vishnu on China's supposed manufacturing recovery, possible US tariffs on more nations, safe haven currencies and the current trade sentiment coming out of the White House. See omnystudio.com/listener for privacy information.

Another day another development in the trade war, this time with President Trump suggesting that he is no rush to ink a deal. We get Dodge's thoughts on this, whether Apple still has room to run in the stock market as well as whether it's time to take some money off the table on the back of the market's performance so far this year.  The Morning Run also gets into possible reactions to China'...

Another day another development in the trade war, this time with President Trump suggesting that he is no rush to ink a deal. We get Dodge's thoughts on this, whether Apple still has room to run in the stock market as well as whether it's time to take some money off the table on the back of the market's performance so far this year.  The Morning Run also gets into possible reactions to China'...

The Morning Run speaks to Joe on his outlook on Asia following positive data out of China as well as his take on the US retail sector and US consumer post-Black Friday. We also get his thoughts on President Trump’s announcement that he would raise tariffs on steel and aluminum imports from Brazil and Argentina, on top of calling both nations currency manipulators, and how this impacts his vi...

The Morning Run speaks to Joe on his outlook on Asia following positive data out of China as well as his take on the US retail sector and US consumer post-Black Friday. We also get his thoughts on President Trump’s announcement that he would raise tariffs on steel and aluminum imports from Brazil and Argentina, on top of calling both nations currency manipulators, and how this impacts his vi...

Kingsley speaks to The Morning Run about what to expect in US markets this week and his asset allocation and sector strategy going into 2020 taking into consideration trade war uncertainties as we near the December 15th deadline. He also gets into his thoughts on Korean exports, a closely watched bellwether for world trade, and his outlook on the tech supply chain going into 2020. See omnystudio.c...

Kingsley speaks to The Morning Run about what to expect in US markets this week and his asset allocation and sector strategy going into 2020 taking into consideration trade war uncertainties as we near the December 15th deadline. He also gets into his thoughts on Korean exports, a closely watched bellwether for world trade, and his outlook on the tech supply chain going into 2020. See omnystudio.c...

Despite China’s call to block the legislation, Donald Trump has signed 2 US bills favouring HK’s pro-democracy protesters. The Morning Run gets some thoughts on potential impacts of the bill on trade negotiations, as well as Jeffrey's thoughts on the UK election's potential impact to markets and thoughts on how long the US markets can keep going. See omnystudio.com/listener for privacy...

Alibaba's HK listing and the protests renting the city state asunder are among prime catalysts for markets this week. Tony Nash, CEO of Complete Intelligence, discusses. See omnystudio.com/listener for privacy information.

Alibaba's HK listing and the protests renting the city state asunder are among prime catalysts for markets this week. Tony Nash, CEO of Complete Intelligence, discusses. See omnystudio.com/listener for privacy information.

Trump is almost calling US Fed Chair Jerome Powell buddy, something he has done with Xi Jin Ping. US stocks have rallied amid expensive valuation and a possible slowdown next year. Retailers are giving mixed signals about their holiday sales. See omnystudio.com/listener for privacy information.