Erhan Gurses, Research Analyst, Bloomberg Intelligence discusses the implications of banning British telecommunication companies from buying 5G equipment made by Huawei.





Image source: EPA-EFE

Erhan Gurses, Research Analyst, Bloomberg Intelligence discusses the implications of banning British telecommunication companies from buying 5G equipment made by Huawei.


Image source: EPA-EFE

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Morning Brief

No Huawei In UK 5G

Ahead of its 72nd Muktamar in Kota Bharu, PAS has formally invited top UMNO leaders while closing the door on long-time ally Bersatu. Following months of warming ties and joint momentum across recent state elections, the Islamist party is attempting to balance grassroots frictions, seat allocation battles, and its own image as a ready-to-government national party. Dr. Azmil Tayeb, Political Scientist at Universiti Sains Malaysia, joins BFM’s Morning Brief to unpack what to watch from PAS’s coalition strategy ahead of the next general election.

Ahead of its 72nd Muktamar in Kota Bharu, PAS has formally invited top UMNO leaders while closing the door on long-time ally Bersatu. Following months of warming ties and joint momentum across recent state elections, the Islamist party is attempting to balance grassroots frictions, seat allocation battles, and its own image as a ready-to-government national party. Dr. Azmil Tayeb, Political Scientist at Universiti Sains Malaysia, joins BFM’s Morning Brief to unpack what to watch from PAS’s coalition strategy ahead of the next general election.

What to Watch at PAS's 72nd Muktamar

Ahead of Federal Reserve Chair Kevin Warsh’s debut Jackson Hole address, financial markets remain obsessed with categorising him as either a hawk or a dove. But framing his monetary policy through conventional labels misses a much larger structural shift underway at the Fed. Dr. Ray Choy, Chief Economist at MARC Ratings, joins BFM’s Morning Brief to explore the policy philosophy driving Warsh's deliberate move away from forward guidance.

We discuss why traditional forward guidance may be damaging price discovery, how concepts like George Soros’s market reflexivity shape Warsh's worldview, and what happens when central banks start viewing markets as information sources rather than passive followers. Dr. Ray Choy also explores how a less vocal Fed could drive greater market data dependency and outlines the three structural signals to watch for during the Jackson Hole symposium.



Image Credit: Shutterstock

Ahead of Federal Reserve Chair Kevin Warsh’s debut Jackson Hole address, financial markets remain obsessed with categorising him as either a hawk or a dove. But framing his monetary policy through conventional labels misses a much larger structural shift underway at the Fed. Dr. Ray Choy, Chief Economist at MARC Ratings, joins BFM’s Morning Brief to explore the policy philosophy driving Warsh's deliberate move away from forward guidance.We discuss why traditional forward guidance may be damaging price discovery, how concepts like George Soros’s market reflexivity shape Warsh's worldview, and what happens when central banks start viewing markets as information sources rather than passive followers. Dr. Ray Choy also explores how a less vocal Fed could drive greater market data dependency and outlines the three structural signals to watch for during the Jackson Hole symposium.Image Credit: Shutterstock

Rethinking Kevin Warsh & 3 Jackson Hole Signals to Watch

With less than ten weeks to go before the US midterm elections, all 435 House seats and one-third of the Senate are on the ballot. Against a backdrop of sliding approval ratings, persistent inflation, high interest rates, and foreign policy challenges, the elections are shaping up to be a critical referendum on President Donald Trump’s second term. Ambassador Robert Blake, Senior Managing Director at McLarty Associates, joins BFM’s Morning Brief to analyse the political landscape and what a shifted Congress could mean for global policy.

He discusses how low presidential approval ratings could threaten moderate Republicans in key battlegrounds like Maine, whether the math favors Democrats flipping the House or Senate, and how a divided Congress might impact executive orders, tax policy, and oversight of defense spending. Ambassador Blake also explores how progressive messaging could complicate efforts to win over crucial independent voters in swing states.

Image Credit: Shutterstock

With less than ten weeks to go before the US midterm elections, all 435 House seats and one-third of the Senate are on the ballot. Against a backdrop of sliding approval ratings, persistent inflation, high interest rates, and foreign policy challenges, the elections are shaping up to be a critical referendum on President Donald Trump’s second term. Ambassador Robert Blake, Senior Managing Director at McLarty Associates, joins BFM’s Morning Brief to analyse the political landscape and what a shifted Congress could mean for global policy.He discusses how low presidential approval ratings could threaten moderate Republicans in key battlegrounds like Maine, whether the math favors Democrats flipping the House or Senate, and how a divided Congress might impact executive orders, tax policy, and oversight of defense spending. Ambassador Blake also explores how progressive messaging could complicate efforts to win over crucial independent voters in swing states. Image Credit: Shutterstock

No Huawei In UK 5G

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