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.
133episodes
Episodes
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Markets Brace for Middle East Shock
4w ago00:08:47Tap to summarizeRenewed tensions in the Middle East have pushed oil prices higher, reviving concerns over inflation, interest rates, and the global growth outlook. Yet investors have continued to favour emerging markets and AI-related stocks, highlighting the resilience of risk assets despite rising geopolitical uncertainty. As oil, bonds, equities, and technology pull markets in different directions, where should investors be looking in the second half of the year?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Bank Bonanza Sets Tone for Q2 Earnings Season
4w ago00:12:21Tap to summarizeThe major US banks reported blockbuster earnings this week, driven by investment banking, capital markets and trading. How much will this be reflected in the broader earnings season? We discuss the outlook for the US economy and markets with David Dietze of Dietze Wealth Management,Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Malaysia's Utilities Sector Powering Ahead
4w ago00:09:36Tap to summarizeMalaysia's utilities sector is poised for a bright future, as a result of rising capital expenditure and increasing electricity demand, with consumption for 2026 projected to expand by 4.5% to 5.5%. Nurzulaikha Azali, an analyst at BIMB Securities Research, shares her insights on this sector.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Gulf Escalation Puts Pressure on US Fed
4w ago00:11:00Tap to summarizeThe resumption of a US blockade in the Strait of Hormuz and military strikes in the Gulf threatens to send oil prices soaring once again. How will this affect US Fed policy and market sentiment? We discuss the trends with Joe Quinlan of the US Trust-BOA Private Wealth Management.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Hyperscaler Capex A Barometer for Chip Momentum
Jul 1200:10:05Tap to summarizeSK Hynix's debut on the Nasdaq last Friday was the biggest IPO by a foreign company on record raising USD$26.5 billion. What factors will influence the trajectory of chip players in the coming months? We discuss this and other market trends with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Shrug Off War — Should They?
Jul 900:11:20Tap to summarizeWall Street barely flinched this week, even as US strikes on Iran pushed oil higher and rattled the Strait of Hormuz. Tim Mulholland of TJM Limited in Chicago thinks that calm deserves scrutiny. He walks us through what the latest US economic data reveals beneath the surface, where the smart money is rotating as geopolitical risk builds, and why the sliding Japanese yen — now at multi-decade lows — might be a bigger threat to markets than anything happening in the Gulf.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Inflation Outlook & Interest Rates
Jul 800:12:09Tap to summarizeThe US Federal Reserve's minutes for its June meeting has been released indicating that the central bank remains divided over the future path of interest rates, with policymakers split between the possibility of cuts and further hikes. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his insights into how this will also dictate the trajectory of currencies.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Can Airlines Stay Profitable as Costs Soar?
Jul 700:11:38Tap to summarizeGlobal airlines continue to benefit from resilient travel demand, but surging fuel prices, supply chain disruptions, and aircraft delivery delays are putting growing pressure on profitability. While some carriers are adapting through fare increases, fuel hedging, and network changes, others face tougher operating conditions as geopolitical tensions reshape global aviation. Can the industry continue growing while navigating higher costs, capacity constraints, and the long road to net-zero emissions?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Can Europe Keep Beating the US?
Jul 700:12:07Tap to summarizeGlobal markets are entering a new phase as investors weigh diverging economic and policy trends across major economies. Japan is grappling with mixed domestic data and a weakening yen, while Europe's equity markets have surged to record highs, outpacing the United States amid improving growth expectations and lower energy prices. As central banks chart different paths and oil prices continue to ease, where are the best opportunities for investors, and could leadership in global markets be shifting?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Tech, Crude Oil, Equities : What's Moving Markets?
Jul 600:12:19Tap 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.
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