Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone conclusion. 



Image Credit: Shutterstock.com

Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone&nbsp;conclusion. Image Credit: Shutterstock.com

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.

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.

Market Watch

AI Theme to Continue in 2026

The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if he is of the same view. We also ask him of his view of US and North Asia markets for 2026.




Image Credit: Shutterstock.com

The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst &amp; Writer, The Macro Butler Newsletter if he is of the same view. We also ask him of his view of US and North Asia markets for 2026. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Too Soon To Determine Fed Rates Cuts in 2026

With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Tony Nash, CEO of  Complete Intelligence, shares his insights into what to look out for as raft of economic data was released, including the ADP jobs report, the S&P PMI index and the ISM Services PMI.



Image Credit: Shutterstock.com

With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Tony Nash, CEO of Complete Intelligence, shares his insights into what to look out for as raft of economic data was released, including the ADP jobs report, the S&amp;P PMI index and the ISM&nbsp;Services&nbsp;PMI.Image Credit: Shutterstock.com

Fed Rate Cut Expectations Rise, Markets React

The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We ask Lim Sue Lin, Head of Research, Maybank Investment Bank as to why that is the case and if 2026 might be a turning point. 



Image Credit: Shutterstock.com

The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We ask Lim Sue Lin, Head of Research, Maybank Investment Bank as to why that is the case and if 2026 might be a turning point. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

AI Theme to Continue in 2026

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