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
    • 3.6 • 7 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.

    Fed Rate Cut(s) : It's Now "When" Not "If"

    Fed Rate Cut(s) : It's Now "When" Not "If"

    The US Federal Reserve has indicated that it doesn't plan to cut interest rates until it is more confident of inflation is convincingly under control. This is after it maintain the current two-decade high rate at around 5.3%. Vishnu Varathan, the Head of Economics & Strategy at Mizuho Bank analyses this decision as well as shares his insights on the current weakness of the Japanese yen.
    See omnystudio.com/listener for privacy information.

    • 13 min
    No Hard Landing For US Yet

    No Hard Landing For US Yet

    Markets are not expecting the Federal Reserve to cut rates this Wednesday but have they engineered a soft landing? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his opinion whilst weighing in on the Yen which has hit a 34 year low against the US dollar.

    Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 13 min
    It's Still Risk On For Markets

    It's Still Risk On For Markets

    US markets staged their best weekly rally on the back of strong earnings from Alphabet and Microsoft. Is it time to still buy the AI theme? Yeap Jun Rong, Market Strategist, IG International tells us whilst weighing in on whether the Japan's Ministry of Finance will intervene to support the Yen after it hit a 34 year low against the US dollar.
    See omnystudio.com/listener for privacy information.

    • 13 min
    The Magnificent 7 Are Now The Fantastic Four

    The Magnificent 7 Are Now The Fantastic Four

    Four out of the Magnificent 7 tech stocks have reported quarterly earnings. Mish Schneider, Chief Strategist, Market-Gauge.com tells us how much of a divergence are we seeing in terms of performance and why these results still matter in spite of the Fed keeping pat on rates.

    Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 14 min
    US Corporate Results Driving Market Sentiment

    US Corporate Results Driving Market Sentiment

    Meta, Boeing and Ford were some of the major US companies reporting earnings results overnight. Tony Nash, CEO of Complete Intelligence joins us to analyse how investors responded along with how commodities like gold and crude oil performed onvernight, along with how the Japanese yen has plumbed multi-decades lows against the US dollar.

    Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 11 min
    The Fed Still Cutting Rates

    The Fed Still Cutting Rates

    There is increasingly speculation that the federal reserve might be raising rates with the US economy showing no signs of a slowdown. We ask Carlos Casanova, Senior Economist at UBP if that theory is a possibility. We also ask what impact a strong dollar has on emerging markets and will it force the hand of central banks to raise rates too?

    Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 12 min

Customer Reviews

3.6 out of 5
7 Ratings

7 Ratings

Top Podcasts In News

The Global Story
BBC World Service
The Daily
The New York Times
Global News Podcast
BBC World Service
Up First
NPR
Bloomberg Surveillance
Bloomberg
The Charlie Kirk Show
Charlie Kirk

You Might Also Like

Barron's Live
Barron's Live
Thoughts on the Market
Morgan Stanley
Investing Compass
Morningstar Australia
Goldman Sachs Exchanges
Goldman Sachs
NAB Morning Call
Phil Dobbie
Investing Insights
Morningstar