100 episodes

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 BFM Media

    • News
    • 3.7 • 16 Ratings

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.

    Is This Dow Jones' Rally Sustainable?

    Is This Dow Jones' Rally Sustainable?

    The Dow Jones Index made history closing above 40,000 points on May 17th. Kingsley Jones, the chief investment officer at Jevons Global, talks about the sectors driving this rally including defence stocks, driven by the many wars worldwide, as well as AI, and whether or not there is room for it to move higher.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 10 min
    Risk On Mode Is Back

    Risk On Mode Is Back

    With a CPI print of 3%, its looks like the Fed has achieved the goal of slowing both inflation and growth. Tim Mulholland, President, TJM Limited, Chicago tells us if he agrees with that perspective whilst weighing in on the Japanese economy and if their Ministry of Finance will intervene to prop up the yen when it crosses 160 against the US dollar.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 13 min
    Will Latest CPI Figures Change Fed Trajectory?

    Will Latest CPI Figures Change Fed Trajectory?

    We ask Clifford Bennett, Independent Economist what does the recently released US CPI report tell us about inflation and the direction of the Federal Reserve Monetary Policy.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 13 min
    Malaysia, The Land Of Opportunity

    Malaysia, The Land Of Opportunity

    Malaysia has been the dark horse, up to 10% on a year to date basis. We ask  Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd what are the investment opportunities especially with the impending tariff hikes on an array of  Chinese goods.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 12 min
    Street Might Be Too Bullish

    Street Might Be Too Bullish

    Analysts have upgraded their calls the most aggressively in two years after 459 companies in the S&P500 posted profits that were on average 8.5% higher than expected. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management interprets this for us and what to expect from the Eurozone economy as Germany exits from almost stagflation conditions.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 10 min
    Look To The Yuan For Ringgit Direction

    Look To The Yuan For Ringgit Direction

    The Malaysian Ringgit has depreciated against the US dollar on year to date basis but not as severely as other currencies.  Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what are the correlations to pay attention to when looking at Asian currencies and if the Federal Reserve is too stubborn for their own good.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 13 min

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16 Ratings

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