Market Watch
Market Watch
Playlist by Market WatchDovish 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…Follow the podcast:
5,556 clip(s) in playlist
US Exceptionalism Remains
US markets are taking a breather after the recent Trump rally. We ask Laurent Lequeu, Independent Market Analyst, and writer of The Macro Butler Newsletter tells us how markets will behave till the end of the year and if other markets offers investment opportunities as US market valuations start to…
10:04Clean
Pace Of Cuts In 2025 Uncertain
After Fed Chair, Jerome Powell said that the US economy is in good shape and is in no hurry to cut rates, the market took a dip. We ask Tim Mulholland, President, TJM Limited, Chicago, what this means for US monetary policy and how we should position portfolios for 2025. Image Credit: shuttersto…
11:45Clean
Trump Tariffs Might Be Good For Asia
Although there remains much uncertainty over Donald Trump's economic policies, what are the implications for Asia? We pose this question to Peter Lim, Chief Research Officer, Trident Analytics, and also ask him specifically if there are any Trump trades here in Malaysia. Image Credit: shuttersto…
10:31Clean
Waiting For Trump And His Policies
The US will be reporting CPI, weekly jobless claims, retail sales and industrial production this week. All of which help paint a picture of the economy but are markets still paying attention? Song Seng Wun, Economic Advisor, CGS International Securities tells us his perspective whilst giving us his…
13:09Clean
Trump Tariffs Could Trigger US Trade Frontload
MIDF predicts that transshipment activity could heighten in the short term as firms frontload shipments to the US to preempt the imposition of further Trump tariffs. How might this impact Malaysian shipping players? We discuss the outlook for the transport sector with Imran Yusof, Head of Research …
07:56Clean
US Markets Rally On Trump Trades
Wall Street investors are reacting positively to Trumps’ pro-growth policies, including the prospect of lower taxes and reducing regulations. But is the market getting ahead of itself? We discuss the trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. Image Cr…
12:09Clean
Markets Loving A Trump Presidency
The S&P500 hit a new record high for the 50th time this year on the back of a Trump presidency with his pro-growth policies. We ask Tim Waterer, Chief Market Analyst, KCM Trade as to whether this rally has legs and what sectors to consider if the optimism continues. Image Credit: Shutterstock.com
12:38Clean
Fed Cuts Rates As Expected
As widely expected, the Federal Reserve delivered a 25bps cut in the policy rate yesterday. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management as to what to expect in December's FOMC and also ahead in 2025. Image Credit: shutterstock.com
13:00Clean
US Markets Cheer Trump Win
US markets hit a new high on the back of the resounding win of Donald Trump as the 47th President. We ask Tony Nash, CEO, Complete Intelligence if this rally still has legs as valuations turn lofty. We also ask if a strong dollar is good for companies and if China stands to lose from Trump's win. …
12:06Clean
Indonesia, A Laggard But Why?
Indonesia is the largest Asean economy with a population size of close to 300 million people. But of late, their economy has slowed while the Jakarta Composite Index has trailed that of the Singapore STI and the FBMKLCI. We ask Jerry Goh, Asia Equities Investment Director, ABDRN why and what inves…
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