Market Watch

Tim Mulholland, President of TJM Limited, Chicago tells us why we should stay invested in US markets as the economy is still robust with consumer spending on the uptrend whilst the Fed rate cuts will boost growth. He also weighs in on why oil prices should stay above US$ 60 per barrel despite oncoming supply. See omnystudio.com/listener for privacy information.

In the US, earnings season is well underway. Tony Nash comments on Netflix's results. He also weighs in on the risks that US markets face in the second half of the year as well as the prospect of a rate cut by the US Federal Reserve. See omnystudio.com/listener for privacy information.

02:11 - Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management explains why money continues to flow into US markets despite hitting all time highs while China cannot be ignored despite weak GDP numbers. See omnystudio.com/listener for privacy information.

01:37 - Stephen Innes, Managing Partner of Vanguard Markets, tells us why gold and equity markets are both at all time highs while warning that something has to give eventually. 08:03 - Anheuser-Busch InBev fails at the final hurdle to list in Hong Kong as investors are wary of the high valuations while the China market is not as lucrative with competition heating up. See omnystudio.com/listener f...

The most recent data on China's consumer and producer price indices signalled that both consumers and producers are facing headwinds. We speak to Carlos Casanova, Chief Asia Economist at Coface about what the Chinese government might do to manage this. He also weighed in on the impact of recent trade tensions between Korea by Japan, and how it further affects the already-slowing ICT industry....

For an overview on the Australian and Singapore economy whilst also deciphering Jerome Powell's speech to congress, we speak to Vishnu Varathan, Head of Economics & Strategy, Oceania & Treasury at Mizuho Bank. See omnystudio.com/listener for privacy information.

The Chairman of the Federal Reserve, Jerome Powell, is set to testify before Congress on monetary policy and the state of the US economy. Dodge says investors will be watching the language he uses closely. We also get Dodge to weigh in on the massive job cuts happening at Deutsche Bank across the globe. See omnystudio.com/listener for privacy information.

The French Central Bank Governor, who is also a member of the ECB, recently said a stimulus may be in the cards for Europe. Joe Quinlan weighs in with his views on Europe, Christine Lagarde’s appointment and why he prefers the ASEAN bloc instead See omnystudio.com/listener for privacy information.

With better than expected job numbers, will the data dependent Federal Reserve change their dovish tilt? We speak to Kingsley Jones, Chief Investment Officer of Jevons Global for his take and thoughts on how markets could react. See omnystudio.com/listener for privacy information.

With better than expected job numbers, will the data dependent Federal Reserve change their dovish tilt? We speak to Kingsley Jones, Chief Investment Officer of Jevons Global for his take and thoughts on how markets could react. See omnystudio.com/listener for privacy information.

Markets continue to rally despite geo-political concerns while President Trump tweets a new accusation against  China and Europe calling them currency manipulators. We ask Alfonso Esparza, Senior Market Analyst at OANDA  for his views on how markets will react to this. See omnystudio.com/listener for privacy information.

The FBMKLCI has had the unfortunate title of worst performing market in Asia on a year to date basis. For a better view on how the Malaysian equity market will fare in the 2nd half of 2019 and what strategy to adopt in these volatile markets, we speak to Quah He Wei, Senior Analyst at Alliance DBS Research for his answers. See omnystudio.com/listener for privacy information.

With the US slapping 400% tariffs on Vietnamese steel, we speak to  Vishnu Varathan of Mizuho Bank to find out who else could be targeted by the US. We also tap his thoughts on  the Australian economy and whether it is out of the woods yet. See omnystudio.com/listener for privacy information.

Dodge Dorland weighs in on investors' reaction to the outcome of the G20 Summit,. He also gives his views on performing tech stocks as a result of softening stance towards Huawei, as well as the market outlook for the upcoming US corporate results. See omnystudio.com/listener for privacy information.

0:56 - We speak to Joe Quinlan on the market’s reaction after the trade truce, his expectations from US Manufacturing PMI and employment data as well as expectations for the price of oil after the OPEC+ meeting in Vienna. 5:35 - Trade tensions have caused a huge dent in the latest numbers to track manufacturing activity around the world. The latest global PMI data fell to its lowest since 20...

The excise duties on sugary drinks takes effect on 1 July. For a deeper dive on whether the sugar tax will affect the consumer sector and impact sales, we speak to Gan Huan Wen, Analyst at Hong Leong Investment Bank. See omnystudio.com/listener for privacy information.

Over the weekend at the G20 Summit in Osaka, President Donald Trump and President Xi Jinping agreed on a temporary truce on tariffs as well as the resumption of talks. We speak to Freddy Lim, Chief Investment Officer at Stashaway on whether market rallies in response will be shortlived. See omnystudio.com/listener for privacy information.

The G20 summit starts with all eyes on the meeting  between President Trump and Xi Jinping but expectations of a trade deal are low. We speak to Carlos Casanova, Chief Asia Economist at Coface to find out what will happen if relations deteriorate further between China and US. See omnystudio.com/listener for privacy information.

With so much riding on the upcoming G20 summit meeting, we ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, if trade tensions will be resolved while taking a look at why Chinese government debt is not performing. Listen in for more.  See omnystudio.com/listener for privacy information.

00:53 - With the G20 summit in the offing, we speak to Dodge Dorland of Landor Wealth Management in New York for his thoughts on the performances of US markets, his investment strategies going into the summit, as well as on tech companies that have listed recently. See omnystudio.com/listener for privacy information.

Bonds with negative interest rates have hit a record value of US$12.5 trillion from $6 trillion a year ago. 01:04 - Joe Quinlan believes that inflation would not rear its head in the short term. See omnystudio.com/listener for privacy information.

To obtain clarity and direction of the plantation sector for the rest of 2019 amidst all the confusing headlines, we speak to Hoe Lee Leng, Regional Head for Plantations at RHB  Research. See omnystudio.com/listener for privacy information.

03:43 - With markets expecting more Fed rate cuts in 2019, we speak to Kingsley Jones, Chief Investment Officer of Jevons Global for his views on markets and oil price in these confusing times where every asset class has rallied. See omnystudio.com/listener for privacy information.

With increased geopolitical tensions in the Middle East, we speak to Tim Mulholland, President of TJM Limited, to find out where oil prices are heading in the near term and if there are sustainable. See omnystudio.com/listener for privacy information.

The Fed would want to prove their independence from Trump in their policy decision. Apart from that they also want to give words of comfort amid the US-China spat. For more, we speak to Dodge Dorland, Chief Investment Officer of Landor Wealth Management.  See omnystudio.com/listener for privacy information.