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.
138episodes
Episodes
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Are Markets Misreading the Risks?
Jun 2800:12:13Tap 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
Jun 2500:12:44Tap 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
Jun 2400:12:54Tap 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?
Jun 2300:12:30Tap 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.
Transcribe →Will US Inflation Resolve Itself?
Jun 2200:12:25Tap 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?
Jun 2100:11:01Tap 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
Jun 1800:12:11Tap 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
Jun 1700:07:25Tap 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?
Jun 1700:11:13Tap 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?
Jun 1500:11:49Tap 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.
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