Explorez tous les épisodes du podcast Market Watch
| Titre | Date | Durée | |
|---|---|---|---|
| Look for Other AI Winners | 02 Feb 2026 | 00:13:39 | |
Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how markets and the US dollar will react to this and his view on the recent correction of AI related stocks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Japan, Caught Between A Rock And Hard Place | 29 Jan 2026 | 00:09:36 | |
Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if these attempts are futile whilst we also ask what is the outlook for other Asian currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| No End in Sight Yet for Glove Sector | 29 Jan 2026 | 00:12:39 | |
Although global rubber glove demand is expected to grow around 8% this year, and production volumes are improving with valuations remaining attractive, companies still face headwinds across key markets. We ask Eddy Do, Senior Equity Research Analyst, RHB Investment Bank as to whether the sector is due for a re-rating and what his top buy ideas are. See omnystudio.com/listener for privacy information. | |||
| Is the Tide Turning for Black Gold? | 28 Jan 2026 | 00:10:36 | |
Since the start of the year, global crude prices have surged about 13% to above 68 dollars per barrel but will this result in greater activity in the Malaysian oil and gas sector? Imran Yusof, Head of Research, MBSB Research gives us his perspective and what are his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Fed Keeps Rates Steady | 28 Jan 2026 | 00:08:57 | |
As expected the Federal Reserve kept rates unchanged. However, what is the rate outlook with a change in the Fed chair? Tony Nash, CEO, Complete Intelligence tells us whilst we also analyse the latest results from the tech giants. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Japan Outlook Remains Uncertain | 27 Jan 2026 | 00:10:34 | |
The US dollar has fallen to its lowest levels in 4 years. We ask Carlos Casanova, Senior Economist, UBP if this is the start of de-dollarisation and the end of King Dollar. We also ask what this means for Asian currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Resource Protectionism Is In | 26 Jan 2026 | 00:10:30 | |
Gold and silver keeps hitting new highs in 2026. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what are the reasons for this and if precious metals will continue to appreciate. We also ask him about the impact of President Donald Trump's tariffs of 25% on Korea. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Japanese Bonds and Yen Volatility Rocks Markets | 26 Jan 2026 | 00:10:31 | |
Japanese financial markets have been rattled in recent days, with long-dated government bonds experiencing historic volatility whilst the Yen dropped to new lows. We ask Stefan Angrick, Head of Japan Economics, Moody’s Analytics for the reasons for this and what his expectations for the economy and the currency are as the country heads to the polls. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Geopolitical Fear Creeps Into Markets | 25 Jan 2026 | 00:12:28 | |
Although the S&P500 ended last week flat, the US dollar has been weakening. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what impact a weak currency has on markets and can the Japanese government talk up the Yen. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Geopolitics Keeps Markets Volatile in 2026 | 22 Jan 2026 | 00:09:53 | |
Markets have been volatile with geopolitical tensions at the forefront of investors decisions. We ask Michele Schneider, Chief Strategist at Market Gauge as to what investment strategy to adopt and the safe haven assets to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Uncertainty over Yen and JGB's | 21 Jan 2026 | 00:10:00 | |
The Japanese bond turmoil has caused much nervousness among investors with yields rising to 4% followed by a sharp sell-off. Is there a possible systemic financial risks emanating from the Japan bond market? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his perspective whilst we also look at the recent Yen weakness. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Sharp Correction in US Equities, What Next? | 20 Jan 2026 | 00:10:33 | |
US markets had the steepest fall since liberation day. David Chow, Director of Investment at Azure Capital tells us if this is the beginning of a correction or actually an opportunity to bottom fish as valuations still remain attractive. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Who Benefits from SARA and STR | 19 Jan 2026 | 00:11:40 | |
The government has provided a higher allocation for SARA whilst STR continues in 2026. The consumer sector clearly stands to benefit but which names? Soong Wei Siang, Regional Head of Consumer, RHB Research gives us his answers. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Cash Is Still King Due to Tariffs | 19 Jan 2026 | 00:10:26 | |
There is as much as USD8 trillion in cash funds earning 4% as investors are nervous over tariffs and geopolitics. But what are some of the safe investment ideas if rates are trimmed? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Gold & Silver, Still Good Long Term Asset | 18 Jan 2026 | 00:11:31 | |
Precious Metals has continued their price rally in 2026 but has the easy money been made for Gold and Silver? Dilin Wu, Research Strategist, Pepperstone gives us her view on this asset class while we explore the pace of Fed rate cuts with a new Chair in May. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Banking & Tech Reverse Equities' Direction: What Next? | 15 Jan 2026 | 00:11:51 | |
Overnight saw some shine return to Wall Street as banks and tech staged a rebound following back-to-back days of declines. Kingsley Jones, Chief Investment Officer at Jevons Global shares his insights into markets to look out for including Malaysia and the region. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Markets Still Positive But Caution Advised | 14 Jan 2026 | 00:12:02 | |
Overnight saw the release of US PPI and retail sales numbers, as well results for some major US banks were released. Gold also hit a new record high with other precious metals following closely. Tony Nash, CEO of Complete Intelligence, shares his perspectives on where investment opportunities might lie. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Do Snap Elections Affect Economies? | 13 Jan 2026 | 00:11:33 | |
How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as well as other developments in Asian markets. See omnystudio.com/listener for privacy information. | |||
| Markets Rally Despite Geopolitics And Fed Debacle | 12 Jan 2026 | 00:11:46 | |
US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management why and if markets will continue to rally. We also ask about the banking results that will be released later this week and if the good news is already in the price. Image Credit: Shutterstock See omnystudio.com/listener for privacy information. | |||
| Petrochemical Sector, Recovery in Sight | 11 Jan 2026 | 00:06:46 | |
The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even consolidation. Is the sector at a turning point yet? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective whilst we ask about Capital A's regularisation plan. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Go Long Equities for 2026 | 11 Jan 2026 | 00:08:21 | |
The S&P500 broke another record on Friday but will the rally continue? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we also look at the upcoming earnings of the banks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| FOMO is Not an Investment Strategy | 08 Jan 2026 | 00:10:10 | |
Tech and AI names in Asia have rallied hard in the beginning of the year as TSMC is up about 8% while the Kospi is up more than 9% in just the first 8 days of the year. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if these markets or Asia tech names still look attractive. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| 2026, Economic Uncertainty Lies Ahead | 07 Jan 2026 | 00:10:55 | |
With mixed data points, uncertainty remains as to the outlook for the US market. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to his view of whether the Fed will be more aggressive with their rate cuts. We also ask if the Ringgit will continue to appreciate in 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Asian Rally, Early Days yet | 06 Jan 2026 | 00:09:13 | |
Asian equities in particular Hong Kong, Korea and Japan have started 2026 with a bang. We ask Dilin Wu, Research Strategist, Pepperstone as to the reasons for this early rally and what are the investment ideas to capitalise on this. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| A New High for Singapore's Equities in 2026? | 06 Jan 2026 | 00:09:31 | |
Singapore’s Straits Times Index performed exceptionally last year up 22.7%, maintaining a streak of gains three years in a row. We ask Adrian Loh, Head Of Research, UOB Kay Hian Singapore for his 2026 outlook and strategies investors should be focusing on. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| US Tech is Good But so Is China Tech | 05 Jan 2026 | 00:10:05 | |
North Asian markets have had a good start to the year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether he thinks this rally will continue for the rest of 2026 and which sectors stand to benefit. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Liquidity will Fuel Another Rally in 2026 | 04 Jan 2026 | 00:10:24 | |
With global equities rallying last year, will there be a repeat in 2026? We ask Kingsley Jones, Chief Investment Officer, Jevons Global what are the catalysts for markets this year, which asset classes will outperform and what the opportunities are in North Asia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| The FBMKLCI Outlook For 2026 | 01 Jan 2026 | 00:09:57 | |
The FBMKLCI has ended 2025 on a positive note, albeit just up 2.3%%, underperforming the STI and JCI by a wide margin. We ask Peter Kong, Head of Research, Kenanga Investment Bank what is the outlook for 2026 and his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| 2026, Another Good Year for Equities & Precious Metals | 01 Jan 2026 | 00:12:30 | |
Despite the US tariffs, the US economy continues to exceed expecations with inflationary pressures building. However this points to another good year for equities and precious metals. A view that Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter holds. We also asked him if AI will continue to be a theme in 2026 and his expectations of China's economy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Watch for Changes in 1Q2026 | 30 Dec 2025 | 00:11:11 | |
Global equities have had the best run in six years on the back of the AI theme and Fed fund rate cuts. Will the rally continue in 2026? Tony Nash, CEO, Complete Intelligence will give us his perspective and what is the investment strategy to adopt.
See omnystudio.com/listener for privacy information. | |||
| The Bull Sticks Around for US Markets in 2026 | 29 Dec 2025 | 00:11:37 | |
The US equity market is poised for another rally in 2026 but what are some of the headwinds that it might face? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst telling us his top picks for Asia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| What Will Move Malaysian Stocks in 2026 | 28 Dec 2025 | 00:10:13 | |
The FBMKLCI looks set to end 2025 up by around 2% for the year, a little disappointing compared to equity markets in Singapore and Jakarta. Peter Lim, the chief research officer at Trident Analytics, shares his outlook for 2026 for Malaysian stocks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Another Good Year for Markets in 2026? | 25 Dec 2025 | 00:13:55 | |
Both the S&P500 and Dow Jones look set to hit new highs in 2025 but can this rally continue in the new year? We ask Song Seng Wun, Independent Economist for his views whilst trying to understand why the Chinese Yuan has been appreciating of late. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Is Santa Clause Coming To Town? | 23 Dec 2025 | 00:12:02 | |
The Santa Claus Rally typically starts on the trading day after Christmas. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, tells us if we should expect one this year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Stay Invested, Stay Optimistic on Markets | 22 Dec 2025 | 00:09:36 | |
The santa rally is upon us with US Indicies up after a weak start to December. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tell us if this rally will continue into 2026 and what is asset allocation to adopt. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Don't Give Up On AI Trades Yet | 21 Dec 2025 | 00:10:37 | |
Last week, US markets rallied on the back of AI trades as markets assumed that the tech bubble will not materialise. Tim Waterer, Chief Market Analyst, KCM Trade give us his perspective and if this theme will continue into 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Not All AI Stocks are Winners | 18 Dec 2025 | 00:09:45 | |
The tech sector is a tale of two halves with stellar results from Micron but disappointing numbers from Oracle and Broadcom. We ask Dilin Wu, Research Strategist, Pepperstone if this is the end of the AI rally or is it a case of just being more discerning. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Is the AI Fairy Tale Over? | 17 Dec 2025 | 00:09:31 | |
As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names that have benefitted from this theme. We also ask about the outlook of oil for 2026 and if this commodity's fortune can be reversed. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| 2026, Time for Small-Mid Cap Stocks? | 16 Dec 2025 | 00:11:02 | |
On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Horng, Senior Analyst, RHB Investment Bank tells us his perspective, the investment strategy to adopt and his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Appreciating Asian Currencies in 2026 | 16 Dec 2025 | 00:10:03 | |
The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate? Carlos Casanova, Senior Economist, UBP gives us his outlook on China's and other Asian currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Don't Rule out a Santa Rally | 15 Dec 2025 | 00:10:02 | |
All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations whilst we ask if North Asian markets can continue the rally in 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Doesn't Matter which Kevin is Fed Chair | 14 Dec 2025 | 00:11:47 | |
As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective on where markets are heading for the new year and where the other investment opportunities lie. We also ask if a new Fed Chair will change the trajectory of US monetary policy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Is the Fed Rate Cut Priced in? | 11 Dec 2025 | 00:05:23 | |
The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if this was priced in and were there surprises from Chair Jerome Powell. We also contrast the results of Broadcom and Oracle and what does that say about the tech sector. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| No Surprises, Fed Cuts Rates by 25bps | 10 Dec 2025 | 00:07:59 | |
The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us how many rate cuts we can expect in 2026. We also get a preview on whether the Bank of Japan will raise rates when they meet on 19 December. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| 2026, Another Good Year for Markets | 09 Dec 2025 | 00:08:07 | |
The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Dietze Wealth Management Group as to whether the rally will continue in 2026 and what would be the catalysts. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| American exceptionalism, A Theme For 2026 | 08 Dec 2025 | 00:07:19 | |
With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and the asset allocation to adopt for 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Santa Rally is On The Way | 07 Dec 2025 | 00:09:57 | |
All eyes will be on the December's FOMC meeting that takes place this Wednesday as to whether there will be a rate cut. We ask David Chow, Director of Investment, Azure Capital if this is the catalyst for a Santa rally. We also discuss the outlook for Asian markets in 2026 and if Korea and China will be strong outperformers again. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Too Soon To Determine Fed Rates Cuts in 2026 | 04 Dec 2025 | 00:12:37 | |
The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if he is of the same view. We also ask him of his view of US and North Asia markets for 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Fed Rate Cut Expectations Rise, Markets React | 03 Dec 2025 | 00:05:50 | |
With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Tony Nash, CEO of Complete Intelligence, shares his insights into what to look out for as raft of economic data was released, including the ADP jobs report, the S&P PMI index and the ISM Services PMI. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||
| Will The FBMKLCI See Growth in 2026? | 02 Dec 2025 | 00:07:40 | |
The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We ask Lim Sue Lin, Head of Research, Maybank Investment Bank as to why that is the case and if 2026 might be a turning point. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information. | |||