Podcast
Market Watch
Hosted by BFM Media · EN
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.
104episodes
Episodes
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Tech, Crude Oil, Equities : What's Moving Markets?
1w ago00:12:19Tap to summarizeThere appears to have been a rotation back into tech, AI and semiconductor stocks, leading the Dow Jones to hit a new record again. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how the markets are moving plus an outlook into where crude oil prices may be heading.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Markets: Healthy Sector Rotation in Play
1w ago00:12:20Tap to summarizeThe Dow Jones closed last week at record highs; in contrast the S&P 500 and Nasdaq have been in a consolidation pattern for the past month. What are the factors driving this divergence? We discuss this and other market trends with Dilin Wu of Pepperstone.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Rotate as Global Growth Diverges
2w ago00:12:36Tap to summarizeGlobal markets are sending mixed signals, with US blue chips pushing to new highs even as technology stocks lose momentum. Investors are also weighing a resilient US labour market, signs of stronger manufacturing activity in China, falling oil prices, and renewed interest in gold as expectations for Federal Reserve rate cuts evolve. As leadership shifts across sectors and regions, where are the best investment opportunities, and what risks could derail the current market narrative?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Can the US Market Regain Momentum?
2w ago00:11:35Tap to summarizeInvestors are weighing a mixed picture for the US economy, with manufacturing continuing to expand, inflation remaining a concern, and markets searching for fresh direction after recent volatility. While technology shares are attempting to stabilise and consumer-facing sectors such as airlines continue to outperform, attention is also turning to Federal Reserve Chair Kevin Warsh's evolving policy approach. Is the US economy still on track for a soft landing, and where are the biggest opportunities and risks for investors in the second half of the year?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Japanese Yen Falls to New Lows
2w ago00:12:09Tap to summarizeThe Japanese yen has weakened to its lowest level since 1986 against the US dollar, despite signs of strength elsewhere in the economy. What's the threshold for intervention by the Bank of Japan and what does this mean for monetary policy moving forward? We discuss this and other Asian economic trends with Carlos Casanova of UBP. Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Is It Time to Broaden Beyond Big Tech?
2w ago00:12:26Tap to summarizeUS markets have steadied after a bout of volatility, helped by easing geopolitical tensions and lower oil prices. As investors look to the second half of the year, attention is shifting from macro risks back to corporate earnings, with growing divergence emerging within the technology sector and renewed interest in cyclical industries. Is the market entering a broader phase of leadership, or will AI and the largest technology companies continue to drive returns?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Are Markets Misreading the Risks?
2w ago00:12:13Tap to summarizeAs oil prices retreat to pre-Iran war levels, a vital question emerges: Are markets accurately pricing the reality of crude flows through the Strait of Hormuz, or has bearish sentiment overshot? Between the wild swings in Korean memory chip stocks and the deeply depressed Japanese Yen, where do the markets fundamentals actually lie? We speak to Kingsley Jones, Chief Investment Officer at Jevons Global.See omnystudio.com/listener for privacy information.
Transcribe →Markets Shrug Off Inflation Warning
3w ago00:12:44Tap to summarizeUS inflation has climbed to its highest level in three years, yet markets have remained remarkably resilient. Strong economic data, easing oil prices, and renewed optimism around AI have helped support investor sentiment, even as expectations grow that the Federal Reserve could keep interest rates higher for longer. Is the market correctly pricing the risks ahead, or are investors becoming too complacent?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Crude Oil, Gold Respond To War News
3w ago00:12:54Tap to summarizeSpot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel attacked Iran. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, lays out the current scenario and its impact on interest rates and currencies.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Is AI Mania Coming to an End?
3w ago00:12:30Tap to summarizeThe overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that the bubble is bursting? We discuss market trends with David Chow of Azure Capital.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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