BFM Media
Market Watch
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Oil Prices Jump, All Bets Are Off 17.09.2019 8:54
Oil prices surged 20% as drone attacks cut Saudi's oil production in half. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, for his asset allocation ideas in a world of increased geopolitical risk. See omnystudio.com/listener for privacy information.
China's Olive Branch? 13.09.2019 13:59
Following the decision to exempt some US goods from further tariffs announced last year, we speak to Tim Mulholland, President of TJM Limited, Chicago, about whether this is a peace offering from Beijing, potential stimulus measures, and the OPEC announcement's effect on oil. See omnystudio.com/listener for privacy information.
Beijing’s War Chest Safety Net 12.09.2019 11:45
The US-China trade war is still placing pressure on the global economy, lushing China to announce new stimulus measures. We speak to Stephen Innes, Asia-Pacific Market Strategist at AxiTrader, about China, the ECB as well as his outlook on oil. See omnystudio.com/listener for privacy information.
Beijing’s War Chest Safety Net 12.09.2019 11:45
The US-China trade war is still placing pressure on the global economy, lushing China to announce new stimulus measures. We speak to Stephen Innes, Asia-Pacific Market Strategist at AxiTrader, about China, the ECB as well as his outlook on oil. See omnystudio.com/listener for privacy information.
US Tech - Buying Opportunity Soon? 11.09.2019 10:00
As US tech stocks contracted, dragging down the S&P500, we speak to Dodge Dorland, Chief Investment Officer, Landor Wealth Management about whether that presents a buying opportunity, as well as ask him about news out of Ford and Goldman Sachs. See omnystudio.com/listener for privacy information.
US Tech - Buying Opportunity Soon? 11.09.2019 10:00
As US tech stocks contracted, dragging down the S&P500, we speak to Dodge Dorland, Chief Investment Officer, Landor Wealth Management about whether that presents a buying opportunity, as well as ask him about news out of Ford and Goldman Sachs. See omnystudio.com/listener for privacy information.
In the Midst of a Manufacturing Recession 10.09.2019 13:39
With manufacturing growth in China and India showing poor numbers, Joe Quinlan thinks we are in the middle of a global manufacturing recession. This isn't surprising given the trade wars. In fact, the resulting ultra low interest rate phenomenon is what is driving companies like Apple to borrow to pay dividends. See omnystudio.com/listener for privacy information.
In the Midst of a Manufacturing Recession 10.09.2019 13:39
With manufacturing growth in China and India showing poor numbers, Joe Quinlan thinks we are in the middle of a global manufacturing recession. This isn't surprising given the trade wars. In fact, the resulting ultra low interest rate phenomenon is what is driving companies like Apple to borrow to pay dividends. See omnystudio.com/listener for privacy information.
Rates? Down But Not all The Way 06.09.2019 10:24
Tim Mulholland, President, TJM Limited, reckons the dovish trend among central banks is not a good sign, even while discounting the possibility of a a 50 basis point cut from the Fed. See omnystudio.com/listener for privacy information.
US - The Cleanest Dirty Shirt 05.09.2019 9:26
Geopolitical tensions around the world appear to be easing, at least for now, following a potential resolution in Hong Kong and possible stimulus measures out of China. For more on that, as well as where the buying opportunities are, we speak to Tony Nash, Chief Economist and CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.
US - The Cleanest Dirty Shirt 05.09.2019 9:26
Geopolitical tensions around the world appear to be easing, at least for now, following a potential resolution in Hong Kong and possible stimulus measures out of China. For more on that, as well as where the buying opportunities are, we speak to Tony Nash, Chief Economist and CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.
How Will Breggression Affect Markets? 04.09.2019 8:41
We ask Dodge Dorland the impact of Boris Johnson's No-Deal Brexit on global markets. In the meantime, Dodge believes there's not going to be a Trump Tantrum on trade with the EU. See omnystudio.com/listener for privacy information.
Forget US-China, There's a Looming US-EU Trade War 03.09.2019 11:24
Jeffrey Halley feels that US consumers will hurt more in the trade war with China. However, what's not priced in is a looming trade war between US and EU. See omnystudio.com/listener for privacy information.
Is Going Long a Good Option? 30.08.2019 11:20
With US considering issuing ultra long bonds, we ask Carlos Casanova, Chief Asia Economist at Coface the rationale for it while looking at the economies of Hong Kong and Korea which are both facing tough times ahead. See omnystudio.com/listener for privacy information.
Is Going Long a Good Option? 30.08.2019 11:20
With US considering issuing ultra long bonds, we ask Carlos Casanova, Chief Asia Economist at Coface the rationale for it while looking at the economies of Hong Kong and Korea which are both facing tough times ahead. See omnystudio.com/listener for privacy information.
Buying The Pain 28.08.2019 10:38
01:17 - The flip-flopping with the on-again-off-again trade negotiations raises volatility in a market that is already priced to perfection. Dodge Dorland thinks there are opportunities but which need a dose of perseverance. See omnystudio.com/listener for privacy information.
Trade Remorse and Finding an Exit Ramp for Tensions 27.08.2019 10:15
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, feels that US and China are looking for a way to de-escalate the trade rhetoric. In the meantime opportunities still exists as earnings are still robust. See omnystudio.com/listener for privacy information.
Putting a ‘Tab’ on What Comes from the G7 Meeting 26.08.2019 11:00
We speak to Stephen Innes, Managing Partner at Vanguard Markets for his insights on what Jerome Powell and the Governor of the Reserve Bank of Australia Philip Lowe statement at the conference in Jackson Hole as well as statements coming out from the G7 meeting that happened in France. See omnystudio.com/listener for privacy information.
Jackson Hole - An Eye Peeled For Dissent 22.08.2019 9:33
01:01 - On Market watch today we speak to Tony Nash, CEO of Complete Intelligence, about his expectations out of the Jackson Hole Symposium this Friday, as well as his thoughts on China, a potential US-Japan partial trade deal, and its impact on the Japanese economy. See omnystudio.com/listener for privacy information.
Is There Such A Thing As Too Many Streaming Services? 21.08.2019 9:12
01:02 - Apple has recently announced it is committing more than USD$ 6 billion for original shows and movies ahead of the launch of its new video streaming service. We speak to Dodge Dorland, Chief Investment Officer at Landor Wealth Mangement to get his thoughts on Apple , the broader media and video streaming sector, as well as the 90-reprieve granted to Huawei. See omnystudio.com/listener for p...
Hoping That Jerome Powell Is Not Tone Deaf 20.08.2019 9:59
01:05 - With markets waiting with bated breath for the Fed minutes to give an indication of the pace of rate cuts, we ask Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management, what's the ideal asset allocation in these volatile times. We also take a deeper dive on his recommendations on good companies which have long term prospects including Malaysian technolo...
What Does The US Catch When The World Has Pneumonia? 19.08.2019 9:46
01:15 - Is a recession inevitable? With an inverted yield curve and waning consumer sentiment, we ask Kingsley Jones, Chief Market Strategist at Jevons Global in Sydney, that critical question. We also ask him what he expects from the Federal Reserve’s annual symposium in Jackson Hole and if there is a possibility of switching from insurance cuts to full blown monetary easing. See omnystudio...
Ground Zero For Negative Yields 16.08.2019 13:35
30-year US Treasury yields are below 2% for the 1st time while the world’s pile of negative-yielding debt surpassed US$16 trillion. With warning bells of a global recession getting louder we ask Tim Mulholland, President of TJM Limited in Chicago if its risk off mode for now. See omnystudio.com/listener for privacy information.
Synchronized Data Downturn Throwing Markets Into A Tailspin 15.08.2019 12:09
01:22 - With a confluence of negative data points from China and Germany, the US yield curve inverted further causing equity markets to correct sharply. So we asked Vishnu Varathan, Head of Economics & Strategy, Oceania & Treasury Department at Mizuho Bank if it's all doom and gloom for markets. See omnystudio.com/listener for privacy information.
Dead Cat Bounce? Yes, Maybe or No? 14.08.2019 6:48
Dodge Dorland, Chief Investment Officer, at Landor Wealth Management warns that the recent uptick in markets may be temporary as volatility will continue with geopolitical tensions brewing as investors ignore company fundamentals and just focus on the short-term gains. See omnystudio.com/listener for privacy information.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.