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
Newest firstAll episodes
AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
May 1300:13:31Tap to summarizeAre soaring tech stocks blinding the market to a structural collapse in the traditional economy?While AI demand creates a high-growth "mirage" in the Nasdaq, the reality at the factory gates is sobering.With US inflation hitting a three-year high and energy prices surging, the global economy is fracturing into two distinct speeds. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, joins the show to reveal why the AI boom is masking a stagflationary landscape and what a Kevin Warsh-led Fed faces ahead.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →How Real is the NACHO Trade?
May 1200:12:46Tap to summarizeThe S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally? We discuss the trends to watch with Mich Schneider of Market Gauge.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Singapore Banks Show Resilience in Uncertain Environment
May 1100:08:37Tap to summarizeA recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, driven by a surge in wealth management and fee income that now accounts for nearly 40% of their total earnings mix - what does this mean for the sector? We discuss with Geoff Howie, Market Strategist, Singapore Exchange.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Ride the AI Wave Amid Rising Global Risks
May 1100:12:09Tap to summarizeGlobal markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil prices remain elevated, geopolitical tensions persist, and inflation risks re-emerge, what could challenge the momentum behind this powerful market rally?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Navigate Shifting Rates, Oil and Growth Risks
May 1000:13:42Tap to summarizeStronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all shaping the outlook for global markets. As inflation pressures build across ASEAN and Malaysia prepares to release its latest GDP figures, how are investors and policymakers positioning for the rest of 2026?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Bitcoin’s Rally Revives the Crypto Debate
May 700:11:15Tap to summarizeBitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory developments, and its growing role as a geopolitical hedge. As stablecoin legislation advances and attention turns to broader digital asset adoption, what is the outlook for cryptocurrencies, and where could the next wave of momentum come from?See omnystudio.com/listener for privacy information.
Transcribe →Global Stagflation Risks on the Horizon
May 700:11:57Tap to summarizeMarkets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major economies escape the risks of stagflation if the crisis is prolonged? We discuss the market outlook with independent analyst Laurent Lequeue.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →More Upside to Semiconductors and AI Infrastructure
May 600:12:48Tap to summarizeMomentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the table? We discuss with Tony Nash, CEO, Complete Intelligence.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Markets Shrug Off Energy Cost Concerns
May 500:11:53Tap to summarizeAccording to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conflict. Could investor buoyancy take a hit if global energy costs remain elevated? We discuss the outlook for US markets with Joseph Sroka of NovaPoint Capital. Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →AI Rally Broadens Beyond Mega-Cap Tech
May 400:12:09Tap to summarizeTech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries, suggesting the rally is becoming more diversified rather than concentrated in mega-cap stocks.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →