The K-Shaped Economy in The US?

Walmart, Home Depot and Target all reported this week, and the picture they paint is of a K-shaped American consumer, where Walmart's US comparable sales grew at their slowest pace in over six years, even as it gained share among higher-income households. But the bigger threat to equities may not b…

US Treasury Buybacks, Dollar Weakness and Asian Currency Outlook

Vishnu Varathan from Mizuho Bank speaks about the impacts of the recent FOMC minutes, which revealed a split between members wanting to hike rates and those preferring to wait for more inflation data. However, markets paid more attention to the US Treasury’s announcement of increased buybacks of lo…

Tech Sell-off, China Growth & Gold's Rally

A sharp pullback in semiconductor stocks and climbing global bond yields signal growing market fatigue as investors weigh the rising capital costs of scaling artificial intelligence ambitions. Hebe Chen, Senior Market Analyst at Vantage Markets, joins BFM’s Market Watch to evaluate the outlook for…

What's Moving Markets : Treasuries, Oil & Results

Equities have responded negatively as crude oil prices have moved to their highest in two months while the 30-year US Treasury yield hit its highest level since June 2007. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his insights into the latest market moveme…

US Stagnation, Central Banks & Gold Breakout

Despite the S&P 500 reaching record highs, deteriorating US retail sales and falling consumer sentiment signal that equity markets may be priced to perfection with a thin margin for error. Dilin Wu, Research Strategist at Pepperstone, joins BFM’s Market Watch to analyse growing macro headwinds, upc…

China Consumption, Yuan Strategy & BOJ Policy

Falling car sales for ten consecutive months and JD.com's first quarterly revenue drop in over a decade underscore China's persistent household consumption slowdown, even as AI tech exports continue to drive growth. Carlos Casanova, Senior Economist at UBP, joins BFM’s Market Watch to analyse why…

Black Sea Attacks Threaten Global Trade

The Black Sea is becoming an increasingly dangerous front in the Russia-Ukraine war, as attacks on ports, warships and commercial infrastructure threaten some of the world's most important grain and energy routes. A major Ukrainian strike on Russia's Novorossiysk port has damaged grain export facil…

Tame CPI Reading In The US, Will The Fed Cut Interest Rate?

US inflation came in softer than feared, and markets took it as a green light — indices are sitting at or near record highs. We ask Tony Nash what the CPI print actually tells us about where inflation is heading, and whether it's enough to move the Fed. Also on the table: whether investors should b…

Singapore Banks: Are the Premiums Justified?

Singapore’s three banks, DBS, OCBC and UOB, announced strong second quarter earnings recently, which significantly impacted the movement of Singapore’s stock market . Thilan Wickramasinghe, Head of Research Singapore & Regional Head of Financials at Maybank Investment Banking Group, talks about if …

Central Banks Keep Markets Guessing

Investors are navigating increasingly divergent signals from the world's major central banks as inflation and interest-rate expectations shift. The Reserve Bank of Australia has kept rates at 4.35% but left the door open to further tightening, while markets are watching fresh US inflation data for …