Market Watch

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.

Kingsley Jones, CIO of Jevons Global in Sydney, Australia, discusses the RBA's rate direction and the valuation of Saudi Aramco’s long-anticipated IPO.” See omnystudio.com/listener for privacy information.

Kingsley Jones, CIO of Jevons Global in Sydney, Australia, discusses the RBA's rate direction and the valuation of Saudi Aramco’s long-anticipated IPO.” See omnystudio.com/listener for privacy information.

The two biggest economies in Asia, China and Japan missed market expectations in terms of industrial production and growth respectively. For some more thoughts on the impact of this set of negative news,    we speak to Tim Mulholland, President, TJM Limited in Chicago . See omnystudio.com/listener for privacy information.

The two biggest economies in Asia, China and Japan missed market expectations in terms of industrial production and growth respectively. For some more thoughts on the impact of this set of negative news,    we speak to Tim Mulholland, President, TJM Limited in Chicago . See omnystudio.com/listener for privacy information.

American stocks are on a tear this year, after the Fed cut rates by 75 basis points. Tony Nash, CEO of Complete Intelligence Inc, gets granular on what this means for the rest of the year, while sharing his thoughts about what the upcoming US elections might have in store for the ongoing US-China trae spat. See omnystudio.com/listener for privacy information.

In light of Trump's address at the Economic Club of New York, Dodge Dorland, Chief Investment Officer at Landor Wealth Management, thinks that there is hope for a trade deal to be sealed with China. We also discussed the outlook ahead of Alibaba's IPO bet in protests-stricken Hong Kong and KKR's buyout proposal of Walgreens Boots Alliance, which could be the biggest private equity deal on record....

With a decent result season, strong job creation and an expected good 4th quarter retail sales, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, tells us that markets should do better despite a roll back in trade talks. See omnystudio.com/listener for privacy information.

With the Fed rate cut and better than expected  corporate earnings, we ask Stephen Innes, Asia-Pacific Market Strategist for AxiTrader  if its really risk on for investors with a permanent tilt towards riskier assets. We also asked why the pound seems to be unaffected by Moody's downgrade of outlook on UK from stable to negative. See omnystudio.com/listener for privacy information.

We speak to Tim about the possible tariff rollbacks, reconciling Wall Street earnings with market performance and the rally in oil prices. We also check in on his thoughts around glamour tech stocks as the NYSE’s Fang+ index underperforms the wider US stock market. See omnystudio.com/listener for privacy information.

How are markets reacting to the rising tide of uncertainty over the US-China trade deal and a slower global economy? We speak to Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, about the PBOC's latest easing move, Thailand's interest rate cut, and a decline in Japan's services sector activity. See omnystudio.com/listener for privacy information.

With Bank Negara expected to launch a digital banking framework, we speak to Chan Jit Hoong, analyst with Hong Leong Investment Bank, to find out how this will impact the existing Malaysian Banks and who is ready for this disruption. He also weighs in on the overall banking sector and his top stock picks. See omnystudio.com/listener for privacy information.

With Bank Negara expected to launch a digital banking framework, we speak to Chan Jit Hoong, analyst with Hong Leong Investment Bank, to find out how this will impact the existing Malaysian Banks and who is ready for this disruption. He also weighs in on the overall banking sector and his top stock picks. See omnystudio.com/listener for privacy information.

Against the backdrop of record highs charted by US markets, we speak to Dodge Dorland, Chief Investment Officer of Landor Wealth Management, about several US names which are seeing share lockups expire this week. See omnystudio.com/listener for privacy information.

Joe Quinlan of US Trust-BOA Private Wealth Management tells us that its risk on mode again with ebbing US-China trade war tensions and that there are opportunities in both markets especially in the technology space. He also says that there are still opportunities in the Fixed Income space especially for govvies and corporate bonds but prefers the shorter duration papers. See omnystudio.com/listene...

It's been an interesting week for markets, with the S&P500 charting record highs and Saudi Aramco kicking off its long-awaited IPO. For more, we speak to Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, for his take on Aramco, Twitter, as well as the Reserve Bank of Australia's upcoming meeting. See omnystudio.com/listener for privacy information.

Carlos Casanova, Chief Asian Economist at Coface, warns that US - China trade tensions are here to stay and Hong Kong has been impacted but Taiwan is relatively a winner in this war benefiting from the substitution effect with its GDP forecast raised to 2.53%. See omnystudio.com/listener for privacy information.

Carlos Casanova, Chief Asian Economist at Coface, warns that US - China trade tensions are here to stay and Hong Kong has been impacted but Taiwan is relatively a winner in this war benefiting from the substitution effect with its GDP forecast raised to 2.53%. See omnystudio.com/listener for privacy information.

Mohshin Aziz, Associate Director, Maybank Investment Bank Research tells us which of the listed companies on Bursa stand to benefit from this mega project but warns that risks remain for a project of this size. See omnystudio.com/listener for privacy information.

The Fed is concerned about lingering deflation but  Vishnu Varathan thinks that there's not as much legroom as before for monetary policy. In fact he echoes other analysts and Christine Lagarde that governments need to start spending. See omnystudio.com/listener for privacy information.

As markets gear for the Fed to make its third rate cut of the year, we speak to Dodge about his expectations for future monetary policy. Dodge also weighs in on the hits and misses so far of the US corporate earnings season, as well as the prospects for the much anticipated Saudi Aramco IPO. See omnystudio.com/listener for privacy information.

Valuations for the Macau gaming sector have been   trending down on the back of a slowdown in China and its anti-corruption measures but we ask Mandy Jia, Equity Analyst from Shenwan Hongyuan Securities based in Shanghai if it's time to relook at the sector now and if the opening of casinos in Japan will pose a future threat. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that we are in the middle of US reporting season and that so far the decent set of numbers means that there are some good buys which include cyclicals and dividend payers. He also weighs in on his asset allocation strategy and has kept his high equity  weighting despite a recent Goldman Sachs report that s...

US corporate earnings have been buoyant, counter to suggestions that global growth is slowing, though Asian factory activity is less frothy. Tim Mulholland, President, TJM Limited, discusses these disparities, along with record low rates in Europe. See omnystudio.com/listener for privacy information.

Japan, oil, US earnings season and China are on today’s docket for Tony Nash, CEO of Singapore-based Complete Intelligence, as he tries to make sense of a global market that is increasingly divorced from economic realities and more attuned to the ongoing trade feud between the Americans and the Chinese.   See omnystudio.com/listener for privacy information.