100 episodes
Market Watch BFM Media
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- News
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3.5 • 2 Ratings
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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.
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Look At The Cyclicals For The Summer Rally
With 80% of S&P500 companies reporting numbers better than expected, will earnings till surprise on the upside in coming quarters? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his views whilst weighing in if there are still buying opportunities in Hong Kong and China even after the recent rally.
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What Does US Policy Rates Mean For Asia?
With the Federal Reserve maintaining the mantra of “Higher for Longer” with a strong US economy and sticky inflation, what does this mean for policy rates? And subsequently its implications on Asian rates and currencies. Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us whilst weighing in on what fixed income investments are a good alternative to cash?
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It's Not To Late To Buy China
The Hang Seng Index has enjoyed a strong rally but does it still have legs? Kingsley Jones, Chief Investment Officer, Jevons Global weighs in on this whilst giving us his views on Apple's recent results. We also also examine the results of the 80% of companies on the S&P500 that reported and if that will fuel markets further.
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A Fed Rate Hike Is Not Implausible
Although the Fed has signaled that a rate cut is pending, is a hike actually impossible if the economy doesn't cool fast enough. Tim Mulholland, President, TJM Limited, Chicago gives his perspective whilst weighing in on the results of the magnificent seven which have been mainly above expectations.
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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.
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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.
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