This week, there is a flurry of US data which will point to if the Federal Reserve has got a handle on inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and what this means for the Fed Fund rate whilst weighing in on the defensive options.



Image Credit: vecstock/ freepik.com

This week, there is a flurry of US data which will point to if the Federal Reserve has got a handle on inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and what this means for the Fed Fund rate whilst weighing in on the defensive options.Image Credit: vecstock/ <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

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

  Data Points To Manageable Inflation

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective.


Image Credit: fanjianhua / freepik.com

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.freepik.com/author/fanjianhua">fanjianhua</a> / <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Data Centres Powering Up Utility Companies 

Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen.



Image Credit: freepik.com

Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen.Image Credit: freepik.com

Tesla And Nvidia, Is there Still Upside?

There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading.

Image Credit: freepik.com

There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Data Points To Manageable Inflation

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