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.
94episodes
Episodes
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Will US Inflation Resolve Itself?
3d ago00:12:25Tap to summarizeThe US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of NovaPoint Capital weighs in on the potential scenarios at play and what investors should consider in the AI tech space.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Has the Stagflation Threat Passed?
4d ago00:11:01Tap to summarizeFalling oil prices and easing tensions in the Middle East have reduced fears that the global economy could slide into stagflation. Yet investors still face major questions around the outlook for growth, inflation, interest rates, and the strength of the US dollar under new Federal Reserve Chair Kevin Warsh. As markets reassess the path forward, are we entering a more stable phase for the global economy, or simply moving from one set of risks to another?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →From War Risk to Rate Risk
1w ago00:12:11Tap to summarizeMarkets have welcomed the signing of the US-Iran peace agreement, with investors rotating back into risk assets as concerns over energy supplies and geopolitical disruption ease. The focus is now shifting back to economic fundamentals, including the outlook for interest rates, Federal Reserve policy, and the health of the US labour market. As investors reassess whether the post-conflict rally can be sustained, is this the start of a broader move into cyclical sectors, or are there still risks that could challenge market optimism?Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Transcribe →Asia's Rally Returns as Oil Fears Fade
1w ago00:07:25Tap to summarizeAsian markets have regained momentum after easing tensions in the Middle East helped drive oil prices lower and improve investor sentiment. At the same time, strong export data from Singapore, continued strength in South Korea's semiconductor sector, and resilient earnings in Japan are reinforcing the region's growth outlook. As investors shift their focus back to fundamentals, where are the best opportunities in Asia today, and which markets are best positioned to benefit from the next phase of growth?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Can Markets Sustain the Post-Peace Rally?
1w ago00:11:13Tap to summarizeMarkets are reassessing the outlook after the Federal Reserve held rates steady and signs emerged of a possible peace agreement between the United States and Iran. Lower oil prices and easing geopolitical tensions have improved sentiment, but investors are also weighing the implications of the first policy signals from new Fed Chair Kevin Warsh. As attention shifts back to growth, inflation, and interest rates, can the current rally broaden further, or do significant risks still threaten market stability?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Cheer Peace, But What's Next?
1w ago00:11:49Tap to summarizeGlobal markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping drive a renewed risk-on mood across equities. With the Strait of Hormuz expected to reopen, oil prices have retreated, gasoline costs are falling, and investors are reassessing which sectors stand to benefit most from a more stable geopolitical environment. At the same time, attention is shifting back to fundamentals, including the first Federal Reserve meeting under new Chair Kevin Warsh, the outlook for interest rates, and whether the market's AI-driven leadership can continue as the rally broadens.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Have Markets Fully Priced in the Gulf Ceasefire?
2w ago00:12:19Tap to summarizeGlobal markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the markets fully priced in the potential reopening of the Strait of Hormuz, or does the rally have legs? We discuss the market outlook with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Tech Stocks Gain, Iran Deal "Likely", What's Next?
2w ago00:11:25Tap to summarizeThe likelihood of a solution to the war in Iran sparked a rebound in the markets, led by tech stocks that have been sold off in the past few sessions. Tim Mulholland, President at TJM Limited, talks about the underlying economic data that will still guide central banks' interest rate decisions in the coming weeks.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Emergency Rate Hike Puts Indonesia Under Pressure
2w ago00:08:08Tap to summarizeIndonesia’s central bank has delivered its first off-cycle interest rate hike in eight years after the rupiah fell to record lows against the US dollar. The move follows a series of interventions and comes amid growing pressure from global volatility, higher energy prices, and concerns over domestic economic policy. With policymakers now prioritising currency stability, investors are asking whether this is simply a response to external shocks, or a deeper test of confidence in Indonesia’s economic outlook.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Tech-led Selloff Fails To Rebound : What Next?
2w ago00:09:34Tap to summarizeWorld markets ended in the deep red with the selloff on semiconductor, tech and AI plays continuing. Consumer price results from the US also indicate that inflation remains an issue for the interest rate outlook, while the Iran war appears to have escalated. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, helps us make sense of these developments.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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