Recent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will dictate central banks' actions in the coming weeks. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights.


Image Credit: Shutterstock

Recent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will dictate central banks' actions in the coming weeks. Vishnu Varathan, Head of Economics &amp; Strategy at Mizuho Bank shares his insights. Image Credit: Shutterstock

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

Inflation Numbers To Dictate Central Banks' Actions

Cryptocurrency markets are facing renewed pressure as Bitcoin retreats sharply from its highs, even as global equity markets continue to rally on the back of AI enthusiasm and strong technology earnings. Capital appears to be flowing back into traditional growth assets, while ETF outflows, long-term holder selling, and weakening sentiment have raised fresh questions about institutional demand for digital assets. At the same time, Ethereum is attracting attention for a very different reason, with some investors arguing that corporate adoption, AI-related use cases, and changes to network governance could unlock a new phase of growth. As crypto navigates a tougher market environment, is this simply another cyclical correction, or does it signal a more fundamental reassessment of the sector’s role in investor portfolios?

Image Credit: Shutterstock

Cryptocurrency markets are facing renewed pressure as Bitcoin retreats sharply from its highs, even as global equity markets continue to rally on the back of AI enthusiasm and strong technology earnings. Capital appears to be flowing back into traditional growth assets, while ETF outflows, long-term holder selling, and weakening sentiment have raised fresh questions about institutional demand for digital assets. At the same time, Ethereum is attracting attention for a very different reason, with some investors arguing that corporate adoption, AI-related use cases, and changes to network governance could unlock a new phase of growth. As crypto navigates a tougher market environment, is this simply another cyclical correction, or does it signal a more fundamental reassessment of the sector’s role in investor portfolios? Image Credit: Shutterstock

Has Crypto Lost Its Momentum?

Overnight saw the release of Australia's first quarter GDP numbers while the US' unemployment indicators are set to be released tonight. Hebe Chan, Senior Market Analyst at Vantage Market, dissects these numbers and what it would mean for interest rate decisions by the US Federal Reserve and the Reserve Bank of Australia.

Image Credit: Shutterstock

Overnight saw the release of Australia's first quarter GDP numbers while the US' unemployment indicators are set to be released tonight. Hebe Chan, Senior Market Analyst at Vantage Market, dissects these numbers and what it would mean for interest rate decisions by the US Federal Reserve and the Reserve Bank of Australia. Image Credit: Shutterstock

Economic Data, Interest Rates & Currencies

Malaysia’s banking sector started 2026 on a stronger-than-expected footing, with loan growth picking up, credit demand holding firm, and asset quality remaining stable despite a challenging global backdrop. Raymond Ng, Equity Analyst at Hong Leong Investment Bank unpacks what is driving this sector and what investors can expect.

Image Credit: Shutterstock

Malaysia’s banking sector started 2026 on a stronger-than-expected footing, with loan growth picking up, credit demand holding firm, and asset quality remaining stable despite a challenging global backdrop. Raymond Ng, Equity Analyst at Hong Leong Investment Bank unpacks what is driving this sector and what investors can expect. Image Credit: Shutterstock

Inflation Numbers To Dictate Central Banks' Actions

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