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Market Watch

Market Watch

BFM Media

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.

3621 - US Jobless Claims Changes Rate Cut Trajectory?
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  • 3621 - US Jobless Claims Changes Rate Cut Trajectory?

    Michele Schneider, Chief Strategist from Market Gauge, shares her perspective on the recent US jobless claims figures and whether this clarifies a US December rate cut by the Fed amid frothy valuations in the US stock market.

    Image Credit: shutterstock.com

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    Thu, 21 Nov 2024
  • 3620 - Nvidia, The FOMO Trade

    Nvidia results beat expectations but yet markets were slightly disappointed as growth was not at the higher end of the range. We ask Tony Nash, CEO, Complete Intelligence if Nvidia is still the stock that cannot be ignored despite the expensive valuations and return of 200% on a year to date basis.

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    Wed, 20 Nov 2024
  • 3619 - December Rate Cut Still In The Cards

    Carlos Casanova, Senior Economist at UBP, shares his perspective on the likelihood of the Fed embarking on the December rate cut and whether China's recent uplift in consumer sentiment reflects a sustained economic recovery.

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    Tue, 19 Nov 2024
  • 3618 - Turning More Cautious On India

    The Indian equity markets have corrected sharply from the recent highs in September as foreign investors sold USD13bn of equities. We ask Pramod Amthe, Head Of Institutional Equity Research, InCred Capital if this selloff is a buying opportunity and what investment strategy to adopt. In addition, we ask about the impact of a Trump Presidency with its 60% tariff plans and 20% import duties on the Indian economy.

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    Mon, 18 Nov 2024
  • 3617 - Fed, In A Tight Spot

    With inflation sticky and potentially rising next year, what choices does the Federal Reserve have when it comes to the pace and quantum of rate cuts? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we ask what investment strategy to adopt in the coming months ahead of a new US President.

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    Mon, 18 Nov 2024
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