Claim OwnershipMarket Watch
Subscribed: 963Played: 27,028
Subscribe
© 2026 BFM Media Sdn Bhd
Description
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.
4982 Episodes
Reverse
Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed Fund rate and more.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on the repercussions so far and what we can expect in the days and weeks to come.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
US markets remained volalite with wide intra-day swings. We ask David Dietze, Chief Investment Strategist, Dietze Wealth Management Group what is the best investment strategy to adopt with heighted geopolitical tensions. We also ask what higher for longer oil prices mean for the Fed fund rate decisions in 2026.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Global markets fell sharply following the Iran attacks but have since recovered somewhat. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how to navigate these volatile markets and if there are actually buying opportunities whilst we also ask where oil prices are headed.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodities. Independent market analyst Laurent Lequeu shares his views on what to expect as this fresh conflict in the Middle East injects more new uncertainties into global markets.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar continues to appreciate.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means the AI theme is alive and well. We also look at results from Salesforce and ask if the casualties are the software providers instead.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or potentially lose out? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst we weigh in on what might be discussed during Trump's visit to Beijing at end March.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Wall Street fell sharply overnight on fears around AI disruptions to various industries and President Donald Trump lashing out at the US Supreme Court while looking for ways to still raise his global tariffs. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his views on how to strategise.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The immediate reaction of the Malaysian market to tariffs has been muted despite the uncertainty. What then can we expect in the coming days as governments around the world respond to the global tariffs of 15%? Imran Yusof, Head of Research, MBSB Researchgives us his answers.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The Supreme Court struck down President Donald Trump's tariffs. This was quickly replaced with 15% global tariffs. What then are the implications on the US economy and global capital markets? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Bursa Malaysia requires Main and ACE Market listed companies to disclose sustainability statements, focusing on material economic, environmental, and social risks. However, how many companies link sustainability to pay? Peter Kong, Head of Research, Kenanga Investment Bank tells us if such moves benefit their share price.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The possibility of the US launching attacks on Iran is sending Brent crude oil prices higher over disruption concerns. How might markets respond as the situation unfolds? We discuss this and other market trends with independent analyst Laurent Lequeu. Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The Fed Minutes reveal a split FOMC over the pace and quantum of rate cuts. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank the new Fed Chair, Kevin Walsh will be able to push through cuts that US President Donald Trump would like. We also ask about the direction of the Japanese yen and economy after the reappointment of Prime Minister Taikaichi.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Last week, Minister for Finance and Prime Minister Lawrence Wong unveiled Singapore’s Budget 2026, outlining fiscal measures amid a mixed global economic environment. The Budget spans household and business support, longer-term capability building and targeted initiatives - but what does this mean for its equity market? We ask Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, Singapore.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Tim Waterer, Chief Market Analyst, KCM Trade unpacks latest US inflation and what that could mean for the Fed's rate cut trajectory as he shares his perspective on whether the recent dip in US tech presents a buying opportunity. Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Yesterday, the Nasdaq correctly sharply over fears that the AI bubble is bursting as concerns over monetisation grow. David Chow, Director of Investment at Azure Capital, gives us his views if this is indeed true whilst taking a look at Asia's equity market performance.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
130,000 new jobs were added in the US which was better than expected. We ask Tony Nash, CEO, Complete Intelligence what this means for the economy. We also ask why the Nasdaq's performance is flat while the Dow Jones is hitting new highs.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
It's been a volatile few weeks for markets with sharp dips followed by new highs reached for the S&P500 and Dow Jones. We ask Aidan Yao, Senior Investment Strategist, Asia, Amundi why markets are behaving this way and what investment strategy to adopt considering the volatility.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Once again the Dow Jones hit a new high indicating a rotation in markets towards industrial and old economy stocks. Joseph Sroka, Chief Investment Officer, NovaPoint Capital tells us the reasons for this. We also look at recent US dollar weakness and what it means for America Inc.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Comments
Download from Google Play
Download from App Store
United States