As we head into the thick of US reporting season, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management which matters more; earnings or Fed Fund rates. We also ask if it's too early to write off Japan and Korea which has seen heavy selling of late as investors lock in gains.



Image Credit: Shutterstock.com

As we head into the thick of US reporting season, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management which matters more; earnings or Fed Fund rates. We also ask if it's too early to write off Japan and Korea which has seen heavy selling of late as investors lock in gains.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

US Earnings Season Matters

Although recent FOMC minutes suggest that some Fed officials are prepared to raise rates due to sticky inflation, its does appear that they have engineered the near impossible task of a soft landing. What then does this mean for the US and Malaysian bond markets and are there still investment opportunities? Jesse Liew, Chief Investment Officer for Fixed Income, Principal Southeast Asia  tells us.

Image Credit: Shutterstock.com

Although recent FOMC minutes suggest that some Fed officials are prepared to raise rates due to sticky inflation, its does appear that they have engineered the near impossible task of a soft landing. What then does this mean for the US and Malaysian bond markets and are there still investment opportunities? Jesse Liew, Chief Investment Officer for Fixed Income, Principal Southeast Asia&nbsp; tells us. Image Credit: Shutterstock.com

Fed Might Just Manage The Perfect Landing

Although Nvidia results beat street expectations, is that enough to maintain the positive momentum in US equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management answers that question whilst also providing alternative investment strategies for those who want a more defensive portfolio.

Image Credit: @jcomp / freepik.com

Although Nvidia results beat street expectations, is that enough to maintain the positive momentum in US equity markets? Brian Arcese, Portfolio Manager &amp; Equity Analyst, Foord Asset Management answers that question whilst also providing alternative investment strategies for those who want a more defensive portfolio. Image Credit: @jcomp / <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Keep Some Cash To Buy When Market Corrects 

Nvidia results were better than street expectations with revenue at USD26 billion . Tony Nash, CEO, Complete Intelligence critically examines the numbers to determine if AI is hype or has strong monetisation  potential.  We also try and uncover the recent rally in metals and if that is sustainable.

Image Credit: Shutterstock.com

Nvidia results were better than street expectations with revenue at USD26 billion . Tony Nash, CEO, Complete Intelligence critically examines the numbers to determine if AI is hype or has strong monetisation potential. We also try and uncover the recent rally in metals and if that is sustainable. Image Credit: Shutterstock.com

US Earnings Season Matters

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