Sinopse

Dovish or hawkish? Over or underweight? We speak to analysts to understand how decisions and events affect key markets across the world.

Episódios

  • All Eyes On More Fiscal Measures?

    All Eyes On More Fiscal Measures?

    21/10/2020 Duração: 12min

    The will-they-won't-they over a US fiscal stimulus bill has thrown markets into a state of uncertainty, with many analysts still nevertheless hopeful that we might see a deal before the November 3rd election. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, is of the opinion that markets will remain hopeful, as both sides appear to now see the urgency of the bill. We also ask Vishnu for his thoughts on the wiggle room for the Bank of Thailand, and whether the third wave of Covid-19 will suppress Malaysia's consumer demand. Image Credit: Shutterstock.com

  • US Stimulus Deal Before Election?

    US Stimulus Deal Before Election?

    20/10/2020 Duração: 11min

    US markets closed in the green over continued talks between Congress and the White House over stimulus, with the White House coming closer to the $2.2 trillion mark, but is a deal likely with so little time left before the polls? We also get into pre-election trading patterns and currency impacts, measures the PBOC could take to help achieve Beijing’s ambitions for economic growth, oil prices and production, and actions the Reserve Bank of Australia could take interest rates at their next meeting.

  • Stimulus Plan To Come, Eventually

    Stimulus Plan To Come, Eventually

    19/10/2020 Duração: 09min

    US markets charted a dismal start to the week, on the back of disappointment over the lack of a fiscal stimulus decision. Joe Quinlan, Chief Market Strategist of the US Trust-BOA Private Wealth Management, weighs in with his thoughts on whether President Donald Trump and Congress can reach an agreement, US earnings season, and eurozone recovery.

  • Is Tech Immune From The Virus?

    Is Tech Immune From The Virus?

    18/10/2020 Duração: 10min

    Results season is coming in at full swing, with more American banks releasing earnings. Also, attention will once again be on tech giants like Amazon & Netflix and whether these tech giants are immune to the virus. Additionally, following the announcement of Russia and Saudi Arabia expressing their intention to work together to keep energy markets stable, what are the measures that will be taken by them or OPEC? For more on this, we speak to Stephen Innes, Global Chief Market Strategist at Axi. Image Credit: Shutterstock.com

  • As US Polls Loom Large, Markets Quiet, Awaiting Permutations

    As US Polls Loom Large, Markets Quiet, Awaiting Permutations

    15/10/2020 Duração: 08min

    Global markets are de-risking as America draws nearer to her November nationwide polls. Han Tan, Market Analyst with FXTM, discusses three possible scenarios and what they means for global share markets and, specifically, the US Dollar-Ringgit cross-rate. Image Credit: Shutterstock

  • Malaysia Has The Upper Hand On Gloves

    Malaysia Has The Upper Hand On Gloves

    15/10/2020 Duração: 09min

    One of the few industries that Malaysia has a competitive advantage globally aside from palm oil is gloves where we are the world's largest producer. With the Covid 19 pandemic, demand for gloves has been robust and this sector has been the best performing on Bursa Malaysia on a year to date basis. And this is reflected in Bursa’s Healthcare Index which has appreciated by 234% versus the broader FBMKLCI return of negative 4%. But is there more upside? Walter Aw, Equity Research Analyst at CGS-CIMB Research tells us. Image credit: shutterstock

  • Markets Pause As Wells, BoFa Miss and Stimulus Remain Distant

    Markets Pause As Wells, BoFa Miss and Stimulus Remain Distant

    14/10/2020 Duração: 09min

    The diminishing likelihood of stimulus and poor bank earnings have paused stock markets for now, as electioneering ramps up ahead of November polls, according to Tony Nash, CEO of Complete Intelligence, who discusses bank earnings, market expectations as well as Brexit.

  • Time to Buy Apple and US Banks?

    Time to Buy Apple and US Banks?

    13/10/2020 Duração: 09min

    As earnings season kicks off once again, US banks seem to be leading the pack, with banks such as JP Morgan posting positive results. Will we see more people buying into banks? Furthermore, we dive into the US currency ahead of the US elections as the odds of a Biden win increase with Jack Kouzi, Director for Strategy of VFS Group.

  • US Markets Rising On A Blue Wave

    US Markets Rising On A Blue Wave

    12/10/2020 Duração: 09min

    With polls pointing to a clearer Joe Biden win at the US Presidential elections, it is risk on mode for markets at the moment. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management reminds us with less uncertainty, equities remains the preferred asset class versus gold and fixed income. Image credit: Shutterstock

  • The 3rd Wave Hitting Bursa

    The 3rd Wave Hitting Bursa

    12/10/2020 Duração: 10min

    With Covid 19 cases rising in Malaysia, what will the impact be on the Malaysian economy even though the cases are concentrated in Kedah and Sabah. Will consumption suffer and if so, what sectors from a market perspective will take a hit. Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us his views whilst discussing what kind of Budget we can expect when it is tabled in November. Image credit: Syahtuah Mohamed / Shutterstock

  • Australia Starting To Offer Some Bargains

    Australia Starting To Offer Some Bargains

    11/10/2020 Duração: 10min

    With a "cash splash " budget, will the Australia economy bounce back to recovery? And will this help the Australian ASX which is down 8% on a year to date basis. Kingsley Jones, Chief Investment Officer at Jevons Global tell us what sectors he sees value whilst giving us his views on whether the Yuan deserves to be seen as a safe haven asset.

  • What Will Drive Recovery In Singapore

    What Will Drive Recovery In Singapore

    09/10/2020 Duração: 10min

    The Singapore stock market remains in the doldrums. What would grab investor interest in 4Q and when might recovery happen, we ask Geoff Howie, Market Strategist, Singapore Exchange. Image credit: EPA-EFE/MATTIA SEDDA

  • Markets Pricing In Contested Election?

    Markets Pricing In Contested Election?

    08/10/2020 Duração: 09min

    US markets rallied last night despite a stand-off between Republicans and Democrats over a fiscal stimulus package. We speak to Tim Mulholland, President of TJM Limited, about what is driving the surge, as well as the possibility of a contested election.

  • Trump - Part, Not Art of the Deal

    Trump - Part, Not Art of the Deal

    07/10/2020 Duração: 09min

    US President Donald Trump has said that there will be no further stimulus discussions with Democrats until after the elections, but subsequently indicated that he might be open to smaller, standalone support plans. The back-and-forth has sparked volatility in US markets, so we ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his thoughts on what options are still available to the Fed, his predictions for oil, as well as whether a new Supplementary Supply Bill will be enough to save his home country of Singapore from recession. Image Credit: Shutterstock

  • Trump Stimulus Announcement Shock To Markets

    Trump Stimulus Announcement Shock To Markets

    06/10/2020 Duração: 09min

    US President Donald Trump has announced that there will be no further stimulus talks until after the November 3rd election, flying in the face of the Federal Reserve and upending markets. But is this just a classic Trump tactic? How will the Democrats react? And elsewhere Australia's new budget has raised questions of whether its measures are aiding those truly in need. Jeffrey Halley, Senior Analyst at OANDA, weighs in.

  • UK - Going Backwards

    UK - Going Backwards

    05/10/2020 Duração: 10min

    With less than a month to go before the US elections, how are investors positioning themselves on the yield curve to ride out this period of uncertainty? Joe Quinlan, of the US Trust-BOA Private Wealth Management, weighs in on this, as well as what failure to sign a post-Brexit trade deal would mean for the UK, as its October 15th deadline looms.

  • Uncertainty Is The Only Certainty In Markets

    Uncertainty Is The Only Certainty In Markets

    04/10/2020 Duração: 10min

    News that President Donald Trump has contracted covid late last week sent shock waves through global markets. U.S equities stayed surprisingly resilient but the VIX spiked up. On this side of the world, with virus cases rising in Malaysia, will we see increased risk aversion to the ringgit and Malaysian equities? Stephen Innes discusses.

  • Why Has The Ringgit Been Volatile?

    Why Has The Ringgit Been Volatile?

    01/10/2020 Duração: 11min

    Manufacturing PMIs in the region, from Vietnam to Malaysia, have all showed improvements. But Han Tan of FXTM points out that many of these Asian economies are still largely dependent on major economies, where recovery has plateaued. We also speak to him about the volatility the ringgit has seen recently and how the ringgit has done with respect to other regional currencies. Image credit: kamarulzamanganu / Shutterstock.com

  • Signs of Broader Recovery

    Signs of Broader Recovery

    30/09/2020 Duração: 10min

    US jobs data will be released tomorrow but are we expecting better numbers? Tony Nash, CEO of Complete Intelligence sees a stronger pace of recovery for the US economy with improving macroeconomic data. He however does not expect a recovery in oil prices as demand remains weak while there are no supply shocks. Image Credit: Pavel Ignatov / Shutterstock.com

  • US Stocks - Healthy Pullback or Sign of Risk Off Again?

    US Stocks - Healthy Pullback or Sign of Risk Off Again?

    29/09/2020 Duração: 11min

    September has been a bad month for equities especially in the US, Jack Kouzi weighs in on this and whether he's looking at rebalancing his portfolio. Beyond equities, he also gets into gold and whether it's an asset worth having as part of a portfolio, or if it's overpriced at current levels.

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