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.
142episodes
Episodes
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Are US Markets Underpricing Inflation?
May 300:13:37Tap to summarizeThe S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing inflation risks? We discuss the sustainability of the stock rally and central bank policy direction with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Decoding Powell’s Last Fed Message
Apr 2900:12:51Tap to summarizeThe Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to take over next. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his takeaways on Powell's speech, along with the impact of Brent crude almost reaching USD120 a barrel on the ringgit.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Will Mag7 Earnings Drive Market Rallies This Week?
Apr 2800:13:03Tap to summarizeMag 7 stocks have outperformed this month but still lagged the S&P500 on a year-to-date basis. Will this week's earnings results of Microsoft, Alphabet, Amazon and Apple provide the catalyst for stock rallies? We discuss this and other trends moving international markets with David Dietze of Dietze Wealth Management Group. Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →An Eye On Earnings Season
Apr 2700:12:38Tap to summarizeAhead of the release of quarterly earnings from names like Apple, Amazon, Alphabet and Meta, markets have been generally upbeat. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, discusses the reactions so far with the S&P500 and Nasdaq hitting record highs.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Earnings Strength Meets Global Risk
Apr 2600:13:07Tap to summarizeFirst quarter US corporate earnings results have so far beaten expectations led by names like Intel and Honeywell. David Chow, Director of Investment at Azure Capital, shares his insights on these results and what we might expect as the year progresses and current geopolitical events begin to show their impact.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Data, Interest Rates & War : Navigating Uncertainties
Apr 2300:12:32Tap to summarizeUS jobless claims data and the S&P PMI numbers were released overnight providing insights into the world's largest economy, even as the US-Iran standoff over the Strait of Hormuz continue to cloud the horizon. Dilin Wu, a research strategist at Pepperstone, shares her take on these issues as well as the trajectory of Australian interest rates going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Is Malaysia’s Tech Sector Ready for a Rebound?
Apr 2200:10:02Tap to summarizeMalaysia’s semiconductor sector is showing early signs of recovery, with chipmakers raising prices and AI-driven demand supporting momentum. But with inventory levels still elevated and uncertainties around the durability of this upcycle, is this the start of a sustained rebound, or are risks still lurking beneath the surface?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Equities At Record Highs : How Sustainable Is This?
Apr 2200:12:35Tap to summarizeOvernight, the S&P500 and Nasdaq chalked up new record highs as first quarter results of firms like Goldman Sachs, Tesla and IBM beat analysts' expectations. Tony Nash, CEO of Complete Intelligence, weighs in on if this equities' rally still has legs or will the impact of high energy prices and lower consumer demand anticipated for Q2 might present itself.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Inflation Rears Its Head in Asia
Apr 2100:09:11Tap to summarizeAs the Gulf crisis creates supply shocks and drives inflation across Asia, which countries are more vulnerable? We discuss the regional economic outlook and monetary policy positioning with Carlos Casanova of UBP.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Pockets of Opportunities Amidst Volatile Markets
Apr 2000:12:34Tap to summarizeMarkets remain volatile despite signs of positivity in sectors like AI and tech, with company earnings supporting this view. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, share his insights into how and where to look for these opportunities.Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
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