Claim OwnershipMarket Watch
Subscribed: 954Played: 26,054
Subscribe
© 2025 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.
4983 Episodes
Reverse
Wall Street began the final month of 2025 snapping a 5-day winning streak on the back of bitcoin's worst day since March, declining 6% during a single session. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, assesses where markets are currently and what to look for going into the new year.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The first 11 months of 2025, saw a Wall Street performance that was one of initial decline followed by a strong recovery, ultimately leading to gains that surpassed 2024's. Kingsley Jones, Chief Investment Officer at Jevons Global, shares his insights into what 2026 might look like for both equities and commodities like gold, silver and copper.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone conclusion. Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Although markets are pricing a 80% chance of a Fed rate cut in December, there could still be a chance of status quo. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank why and if the strong yuan is good for the Ringgit.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
The bond bulls were out in force yesterday with US yields dropping sharply. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group explains why whilst we ask if Alphabet is the new Nvidia.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Markets have recovered from recent lows as the the fear of an AI bubble recedes. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where are the investment opportunities especially in Asia.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
November has been a volatile month for equities with wide intra day swings. We ask David Chow, Director of Investment at Azure Capital what should be the investor strategy ahead and is the Federal Reserve likely to cut rates in December.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
US markets traded in a wide range yesterday as investors turned nervous over tech valuations and uncertainty of a Fed rate cut in December. Joseph Sroka, Chief Investment Officer, NovaPoint Capital tells us what investment strategy to adopt in volatile markets.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Nvidia results were better than expected, much to the relief of markets as there were concerns over an AI bubble. We ask Tony Nash, CEO, Complete Intelligence for his first impressions of the results whilst asking if there are other tech names like Broadcom and Coreweave are also buy ideas.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The mid-November drop across US equity markets may be a slingshot reaction following gains in previous months. Laurent Lequeu, independent market analyst and writer for The Macro Butler Newsletter, also shares his outlook on the yen and whether the Bank of Indonesia will adjust interest rates.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Wall Street has registered three straight days of declines of around 1% and we ask as we approach the end of 2025, what should our investment strategy look like? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, helps us with some perspectives.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Markets appear to be in correction mode for November. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what is driving this risk off mode and if it's time to buy the market or stay sidelined.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Despite the US government set to reopen, US market corrected sharply. We ask Tim Mulholland, President, TJM Limited as to why this happened. We also ask why oil prices continue to slide downwards while other commodities rally.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
On a year to date basis, the Ringgit is one of the best performing currencies in Asia against the greenback. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if this is because of US Dollar weakness or Malaysia's domestic strength.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
US government is set to reopen soon but the data vacuum continues which leads to uncertainty over the Fed rate decision in December. We ask Dilin Wu, Research Strategist, Pepperstone whether a rate cut is certain and is that the reason for the recent market recovery.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The US Government looks set to reopen after the longest shutdown in history. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that was the reason for markets to rally after a rather weak start to November. We then ask what is the investment strategy to adopt as we look ahead to 2026.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
US markets managed to end Friday mixed despite a weak start but is this time to deploy more cash or take money off the table? Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on the likelihood of a Fed rate cut in December.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Markets corrected sharply on poor job numbers and concerns over valuations. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Management Group if this is the beginning of a correction after more than 3 years of a bull run.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Although US ADP employment data shows job creation, how accurate are the numbers? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also look at the impact of the longest government shutdown in history.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
This year, the Singapore Straits Times is up 16% on a year to date basis, one of the better performing Asean markets. We ask Geoff Howie, Market Strategist, Singapore Exchange if this rally has legs in 2026 and are share buybacks a good or bad thing?Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Comments
Download from Google Play
Download from App Store
United States