Filtra per genere
- 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 - 3616 - US Exceptionalism Remains
US markets are taking a breather after the recent Trump rally. We ask Laurent Lequeu, Independent Market Analyst, and writer of The Macro Butler Newsletter tells us how markets will behave till the end of the year and if other markets offers investment opportunities as US market valuations start to look expensive.
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Sun, 17 Nov 2024 - 3615 - Pace Of Cuts In 2025 Uncertain
After Fed Chair, Jerome Powell said that the US economy is in good shape and is in no hurry to cut rates, the market took a dip. We ask Tim Mulholland, President, TJM Limited, Chicago, what this means for US monetary policy and how we should position portfolios for 2025.
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Thu, 14 Nov 2024 - 3614 - Trump Tariffs Might Be Good For Asia
Although there remains much uncertainty over Donald Trump's economic policies, what are the implications for Asia? We pose this question to Peter Lim, Chief Research Officer, Trident Analytics, and also ask him specifically if there are any Trump trades here in Malaysia.
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Wed, 13 Nov 2024 - 3613 - Waiting For Trump And His Policies
The US will be reporting CPI, weekly jobless claims, retail sales and industrial production this week. All of which help paint a picture of the economy but are markets still paying attention? Song Seng Wun, Economic Advisor, CGS International Securities tells us his perspective whilst giving us his perspective on the Chinese economy
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Tue, 12 Nov 2024 - 3612 - Trump Tariffs Could Trigger US Trade Frontload
MIDF predicts that transshipment activity could heighten in the short term as firms frontload shipments to the US to preempt the imposition of further Trump tariffs. How might this impact Malaysian shipping players? We discuss the outlook for the transport sector with Imran Yusof, Head of Research at MIDF.
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Mon, 11 Nov 2024 - 3611 - US Markets Rally On Trump Trades
Wall Street investors are reacting positively to Trumps’ pro-growth policies, including the prospect of lower taxes and reducing regulations. But is the market getting ahead of itself? We discuss the trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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Mon, 11 Nov 2024 - 3610 - Markets Loving A Trump Presidency
The S&P500 hit a new record high for the 50th time this year on the back of a Trump presidency with his pro-growth policies. We ask Tim Waterer, Chief Market Analyst, KCM Trade as to whether this rally has legs and what sectors to consider if the optimism continues.
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Sun, 10 Nov 2024 - 3609 - Fed Cuts Rates As Expected
As widely expected, the Federal Reserve delivered a 25bps cut in the policy rate yesterday. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management as to what to expect in December's FOMC and also ahead in 2025.
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Thu, 07 Nov 2024 - 3608 - US Markets Cheer Trump Win
US markets hit a new high on the back of the resounding win of Donald Trump as the 47th President. We ask Tony Nash, CEO, Complete Intelligence if this rally still has legs as valuations turn lofty. We also ask if a strong dollar is good for companies and if China stands to lose from Trump's win.
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Wed, 06 Nov 2024 - 3607 - Indonesia, A Laggard But Why?
Indonesia is the largest Asean economy with a population size of close to 300 million people. But of late, their economy has slowed while the Jakarta Composite Index has trailed that of the Singapore STI and the FBMKLCI. We ask
Jerry Goh, Asia Equities Investment Director, ABDRN why and what investment strategy to adopt.
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Wed, 06 Nov 2024 - 3606 - Still Waiting For Details On China's Stimulus Plans
China’s National People’s Congress Standing Committee is expected to sign off on a stimulus package of between 6 trillion and 10 trillion yuan. We ask Carlos Casanova, Senior Economist at UBP for what he is expecting and will it be enough to revive the sluggish economy.
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Tue, 05 Nov 2024 - 3605 - For Fixed Income, Stay Neutral For Now
Markets are waiting with bated breath for the outcome of the US elections as both candidates have different economic policies. For insights on how Fixed Income markets will react both in the US and in Malaysia, we speak to Winson Phoon, Head of Fixed Income Research, Maybank Investment Bank.
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Tue, 05 Nov 2024 - 3604 - All Eyes On Politics For A Change
Investors are staying on the sidelines as US heads for the polls but what should the strategy be for the longer term?
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst weighing in on the different economic policies of the Presidential candidates.
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Mon, 04 Nov 2024 - 3603 - Fed Rate Cut Is Expected
In a busy week for central banks with announcements due from Australia and UK, the US Federal Reserve is expected to cut rates by 25bps. We ask Shane Oliver, Chief Economist, AMP Capital whether he is agreement with consensus and why.
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Sun, 03 Nov 2024 - 3602 - Tech Is Priced To Perfection
Four of the Magnificent Seven reported earnings this week and it was a mixed bag. We ask Tim Mulholland, President, TJM Limited, Chicago as to which disappointed, who then surprised on the upside and does this mean that the tech sector is still a buy?
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Thu, 31 Oct 2024 - 3601 - Growth Still Trumps Value
Four of the Magnificent 7 will be releasing their results this week. We ask Yeap Jun Rong, Market Strategist at IG International for his expectations and if growth stocks are still the theme for this year and beyond.
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Tue, 29 Oct 2024 - 3600 - Japanese Markets In A Flux
In the Japanese snap elections, the LDP lost their majority causing the Yen to weaken. Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us what to expect in terms of monetary and fiscal policies as one of the world's largest economies attempts to form a government and find a prime minister.
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Mon, 28 Oct 2024 - 3599 - China And Asean, Don't Ignore The Investment Opportunities
Asian markets are surprisingly more volatile than the US despite the very tight Presidential elections. We ask Patrick Chang, Chief Investment Officer for Affluent Products and Propositions, CIMB Bank Berhad, whether this American exceptionalism exists. We also explore other investment opportunities in China and Asia.
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Mon, 28 Oct 2024 - 3598 - Busy Week For US Economic Data, But Focus On Elections
A busy week for US economic data with PCE, initial jobless claims and non-farm payrolls due but do markets care since elections take place soon. Clifford Bennett, Independent Economist tells us his perspective whilst weighing in on the impact of the Japanese elections on the yen.
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Sun, 27 Oct 2024 - 3597 - Palm Prices Hit A New High, But Sustainable?
Palm oil prices surged to their highest levels since July 2022 last week, with crude palm oil futures closing at 4,533 ringgit per tonne on Friday. However is this price trend sustainable and will 2025 see new record prices? Chye Wen Fei, Research Analyst, HLIB Research gives us her perspective whilst giving us her top picks for the sector.
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Sun, 27 Oct 2024 - 3596 - Fed And Results, Both Impacting Markets
US Markets appear increasingly jittery of late despite a rather decent earnings season. We ask what is dragging sentiment down? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we uncover why Australia has been on the rise recently.
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Thu, 24 Oct 2024 - 3595 - Trends This Corporate Earnings Season Amid Geopolitical Risks
Wall Street has chalked up a three-day losing streak, gold is hovering at all time highs, corporate earnings are a mixed bag and crude oil prices are volatile. Tony Nash, CEO of Complete Intelligence shares his insights on what's moving markets and what to expect with the upcoming release of US new home sales and jobless claims data.
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Wed, 23 Oct 2024 - 3594 - Few Mega Projects But All Systems Go For Contractors
A long list of mega projects were notably absent during the tabling of Budget 2025. What does this mean for the construction sector which is usually a sector that benefits. Loong Chee Wei, Head of Research, Affin Hwang Investment Bank gives us his perspective whilst giving his top picks.
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Tue, 22 Oct 2024 - 3593 - How Might Elections Impact Goldilocks US Economy?
Investors are optimistic that US equities can continue to rally into 2025 buoyed by a healthy US economy. Could this projection be upended by the November elections? We discuss the economic trends with Carlos Casanova of UBP.
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Tue, 22 Oct 2024 - 3592 - The Bullrun Continues For US Markets
US elections will be held in two weeks leading to volatile markets but in the longer term will US equities outperform? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst weighing in on the impact of Chinese banks cutting their benchmark lending rates on capital markets.
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Mon, 21 Oct 2024 - 3591 - Balanced Budget 2025 Neutral For Equities
How are investors digesting the provisions of Budget 2025 - will this be a net positive or negative for the FBM-KLCI? We discuss the market implications of the budget, as well as sectors that stand to gain most with Alex Chia of RHB Investment Bank.
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Sun, 20 Oct 2024 - 3590 - Reality Check For Tech In 2025?
Major names in Big Tech will be reporting their quarterly earnings this week, including Alphabet, Microsoft, Meta and Apple. How will these results shape the appetite for tech stocks moving forward? We discuss the expectations and other global market trends with Kingsley Jones of Jevons Global.
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Sun, 20 Oct 2024 - 3589 - Singapore GDP Expected To Hit 3%
Singapore’s 3rd quarter GDP surprised markets with the economy growing 4.1% thanks to strong exports. What then does this mean for equity markets and who stands to benefit from this? Geoff Howie, Market Strategist, Singapore Exchange gives us his views whil we also ask if there are any winners from China’s stimulus measures.
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Thu, 17 Oct 2024 - 3588 - Recalibrating The Fed Neutral Rate
US retail sales surprised on the upside, indicating the resilience of the consumer. How will this influence the Fed Fund rate direction? Tim Mulholland, President, TJM Limited gives us his perspective whilst we take a deep dive on US banking results.
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Thu, 17 Oct 2024 - 3587 - Auto TIVs Losing Momentun
The TIV for the last nine months of 2024 is higher than 2023 but the momentum of sales has been slowing. We ask Daniel Wong, Analyst, Hong Leong Investment Bank for his outlook, his top picks and would there be any goodies for the sector in Budget 2025.
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Wed, 16 Oct 2024 - 3586 - Politics Matter Less In Japan
Japan heads to the polls on 27 October with early polls suggesting that LDP might lose their current majority. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if that has any impact on the yen and the economy whilst also understanding the reason for the rate cut by the Bank of Thailand.
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Wed, 16 Oct 2024 - 3585 - All Will Be Revealed At China's MPC
Since September, the Chinese government has been annoucing a series of fiscal and monetary stimulus measures to revive the economy and resolve the long term structural issues. We ask Song Seng Wun, Economic Advisor, CGS International Securities as to whether these measures are sufficient and if not, what else we can expect.
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Tue, 15 Oct 2024 - 3584 - FBMKLCI Waiting For A Second Wind
The return of the FBMKLCI on a year-to-date basis has surprised many investors, up 12% in Ringgit terms and more than 20% in US dollar terms. However, the index appears to be trading in a narrow range tilted to the downside. Kenny Yee, Head of Research at Rakuten Trade tells us what are the catalysts that might cause a rerating of the market and what are his top buy ideas.
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Tue, 15 Oct 2024 - 3583 - Where Are Opportunities Amid Record Highs For Equities
As the US corporate earnings season gathers steam, stock markets have been chalking up gains and setting new records. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how investors can take advantage of market volatility to score some gains.
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Mon, 14 Oct 2024 - 3582 - Expect Good News For Contractors In Budget 2025
Typically Malaysian Budgets are full of goodies of the construction sector with a list of infrastructure projects. Will Budget 2025 be a repeat of this and which contractors stand to benefit? Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us.
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Mon, 14 Oct 2024 - 3581 - Volatile US Markets Ahead Of Presidential Elections
With less than a month to go to US elections, how will markets trade? We ask Kelvin Wong, Senior Market Analyst, OANDA that question and his thoughts on the recent results from US Banks.
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Sun, 13 Oct 2024 - 3580 - China Stimulus Watch: Rhetoric Over Action Expected
China's Minister of Finance is scheduled to deliver a press briefing on Saturday. Could markets get good news on fiscal stimulus? Yeap Jun Rong of IG International weighs in on what to expect for Chinese equities and also discusses the outlook for the US economy following the latest CPI print.
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Thu, 10 Oct 2024 - 3579 - More Upside For The Land Of The Rising Stocks?
Japan's Nikkei 225 Index has registered a gain of nearly 20% year-to-date in a 2024 that saw it swing more than 10,000 points in the space of a month between July and August. Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors share his insights into the factors moving markets in Japan and what we might expect going forward.
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Thu, 10 Oct 2024 - 3578 - Bumper Year For Palm Oil In 2025?
In the past month, crude palm oil (CPO) prices have appreciated about 10%, bringing it to 4289 ringgit per tonne. We will explore the outlook of the local palm oil sector with Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank whilst also looking at her top picks for the sector.
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Wed, 09 Oct 2024 - 3577 - Markets Hoping For Growth Amid Stretched Valuations
Major banks will kick-off the third quarter earnings season this Friday. What are the trends to watch and are investors back to chasing Big Tech stocks? We get market insights from Tony Nash of Chief Intelligence.
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Wed, 09 Oct 2024 - 3576 - Duration Matters For Fixed Income In Volatile Markets
With the U.S. presidential election looming in November, and another round of rate cuts by the Fed expected, how might these factors affect fixed income markets? Jesse Liew, Chief Investment Officer, Asean Fixed Income of Principal discusses these issues with us.
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Tue, 08 Oct 2024 - 3575 - Waking Up China With Stimulus
China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late.
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Tue, 08 Oct 2024 - 3574 - ASEAN Equities: Who Is Leading The Way?
The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why.
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Mon, 07 Oct 2024 - 3573 - Buy If There Is A Pullback On China
Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season.
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Mon, 07 Oct 2024 - 3572 - Tailwind For FBMKLCI But Watch The Volatility
Until very recently, the best performing market in Asean was Malaysia till Philippines stole that title with the PSEi index up by 16% on a year to date basis compared to the FBMKLCI’s return of 12%. We check in with Imran Yusof, Head of Research, MIDF as to whether there is still upside to the Malaysian equity market, what investment strategy to adopt and the top buy ideas for 2024.
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Sun, 06 Oct 2024 - 3571 - Hot US Job Reports Upends FOMC Trajectory
With the US reporting surprisingly good job numbers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about what this will mean for the US economy, FOMC rate trajectory and broader implications on foreign currencies particularly the Japanese Yen.
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Sun, 06 Oct 2024 - 3570 - More Upside To Japan Equities Despite Uncertainty
The Yen fell sharply this week after newly appointed Prime Minister Shigeru Ishiba said Japan is not ready for additional rate hikes. Should investors rethink Japanese markets in light of political and policy uncertainty? Tim Mulholland of TJM Limited gives his views on why he's still optimistic on Japanese equities and other trends in global markets.
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Thu, 03 Oct 2024 - 3569 - Can The FBMKLCI Maintain Momentum In Q42024?
The FBMKLCI and even the Ringgit have done rather well this year, but can this momentum be sustained into the final quarter of 2024? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank for his outlook for Malaysian equities in Q4.
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Thu, 03 Oct 2024 - 3568 - What Does The New Prime Minister Mean For The BOJ?
Shigeru Ishiba was sworn in as Japan's new Prime Minister this week. What are his likely economic priorities and how will this factor into the Bank of Japan's monetary policy direction? We discuss this and other forces moving markets with Vishnu Varathan of Mizuho Bank.
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Wed, 02 Oct 2024 - 3567 - Legs To China's Rally?
The Chinese equity market has been on a tear with the CSI 300 Index soaring about 8.5% in a single day, driven by a significant stimulus package from the People's Bank of China. Yu Junqiang, Acting Head of Equities, Hong Leong Asset Management tells us what investment strategy to adopt and what sectors to pay attention to in light of this.
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Tue, 01 Oct 2024 - 3566 - Reassessing Portfolio Allocations Amid Geopolitical Tensions
Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and how to reposition your portfolio.
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Tue, 01 Oct 2024 - 3565 - Markets Continue To Defy Expectations
September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally.
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Mon, 30 Sep 2024 - 3564 - Will Glove Stocks Still Feel The Love?
Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for.
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Sun, 29 Sep 2024 - 3563 - Market Strategies Going Into Q4 2024
Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market direction.
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Sun, 29 Sep 2024 - 3562 - What's Driving India's IPO Boom?
September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s most closely watched emerging markets.
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Thu, 26 Sep 2024 - 3561 - China's Calibrated Stimulus
China announced a monetary policy stimulus package this week, coupled with the promise of stronger policy support. Are the latest measures sufficient to deal with the deflationary pressures and the beleaguered property sector? Song Seng Wun of CGS International Securities weighs in.
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Thu, 26 Sep 2024 - 3560 - Keep Tabs On US Energy Stocks
The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more.
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Wed, 25 Sep 2024 - 3559 - Mixed Fortunes Of Transport Sector
The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia, shares his analysis.
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Wed, 25 Sep 2024 - 3557 - Making The REIT Decision
Malaysian Real Estate Investment Trusts have recorded a 7% year-to-date rise on the Bursa Malaysia REIT Index in 2024. Jessica Low, a senior analyst at MIDF Research, provides her insights into the outlook for these asset classes and whether or not the current positive momentum still has legs.
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Tue, 24 Sep 2024 - 3556 - Is The Fed Taking Its Eye Off Inflation?
While many analysts are bullish on the US economy achieving a soft landing, independent market analyst Laurent Lequeu is less sanguine about the the outlook. He weighs in on projected trends for the US economy, as well as the potential effects of the PBOC's monetary policy stimulus on Chinese equities.
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Tue, 24 Sep 2024 - 3555 - Soft Landing Still In Sight For US Economy
Does the 50 basis point rate cut by the US Federal Reserve still signal a healthy US economy? We get reactions from Joe Quinlan of the US Trust-BOA Private Wealth Management on the likelihood of a soft landing and headwinds that could derail these projections.
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Mon, 23 Sep 2024 - 3554 - RBA Expected To Stay Pat
Last week was a historic one for Wall Street, as the Fed delivered a super-sized rate cut and all three indices are now near record levels. What are the key economic indicators to watch for signals on the health of the US economy and how might other central banks pivot in response to the Fed's easing cycle? We discuss market trends with Kingsley Jones of Jevons Global.
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Sun, 22 Sep 2024 - 3553 - Relief For Consumer Stocks In 2H2024
Malaysia has experienced weaker consumer confidence in the first half of this year, driven by the boycott movement and the rising cost of living. With the recent strengthening of the Ringgit and interest rate cut by the US, could this help boost sentiment and stimulate consumption in our country? Syifaa' Mahsuri Ismail, Equity Analyst at Hong Leong Investment Bank, shares her outlook on consumer stocks.
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Sun, 22 Sep 2024 - 3552 - Singapore's IPO Drought
Singapore’s Second Finance Minister, Chee Hong Tat, recently announced plans to review regulatory structures in an effort to revive the city-state’s equities market. These steps follow increasing calls from industry players for government intervention to address the shrinking market capitalisation and sluggish trading volumes on the SGX. Adrian Loh, Head of Research at UOB Kay Hian Singapore, shares his perspective on the outlook for Singapore’s capital market.
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Thu, 19 Sep 2024 - 3551 - Records Broken On Wall Street Post-Rate Cut
Two days after the US Federal Reserve announced a 50-basis-point rate cut, equities reacted strongly with the Dow Jones and S&P500 indices closing at record highs, and above key resistance levels. Tim Mulholland, President at TJM Limited in Chicago analyses the market response and where there might be opportunities for investors going forward.
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Thu, 19 Sep 2024 - 3550 - The 50-point US Fed Rate Cut And Its Impact
The US Federal Reserve has lowered interest rates for the first time in more than four years, reducing the target for its key lending rate by 0.5 percentage points, to the range of 4.75%-5%. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into how this decision affects equities, currencies and the overall global economy.
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Wed, 18 Sep 2024 - 3549 - Are Hong Kong Equities Losing Their Shine?
Hong Kong’s equity market fell behind India’s in total share value for the first time earlier this year, slipping to eighth worldwide in terms of the value of listings in 2024, behind even Madrid and Amsterdam. Peter Lewis, Director at Peter Lewis Consulting (China) Ltd, gives his take on the future potential of Hong Kong, whose performance is tied to China’s economic and business sentiment.
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Wed, 18 Sep 2024 - 3548 - Policy Expectations Buoy Malaysian Markets
The FBMKLCI has strengthened by 14% on a year-to-date basis, while the Ringgit has appreciated by 10% against the US Dollar. What's driving confidence in the Malaysian economy, and which equities could see upside from these trends? We get an analysis from Chehan Perera of CGS International.
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Tue, 17 Sep 2024 - 3547 - Decision Time For The Federal Reserve: What Next?
The US Federal Reserve begin their two-day policy meeting today with investors widely anticipating the first expected rate, unwind its cycle of aggressive hikes, which started in March 2022. Yeap Jun Rong, a market strategist at IG International talks about how this decision might impact equities as well as the US dollar in the coming months.
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Tue, 17 Sep 2024 - 3546 - Busy Week For Central Banks
The central banks of Brazil, Norway, South Africa, Japan and Britain are all expected to hold policy meetings this week. But perhaps the most watched will be the US Federal Reserve. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into whether or not a rate cut will happen and at what quantum.
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Mon, 16 Sep 2024 - 3545 - New Neutral Rate For Federal Reserve
The bets are on for the number and quantum of Fed rate cuts till 2025. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his expectations and what will be the neutral rate. We also ask his views on the Chinese equity markets which have hit a low last seen in 2019.
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Thu, 12 Sep 2024 - 3544 - Rate Cycle Change Benefits S-REITS
Singapore’s Real Estate Investment Trust (REIT) sector has been seeing a sluggish performance as the iEdge S-Reit Index is down by 2.8% on a year to date basis, underperforming the broader Strait times index which is up 9% for the same period. Krishna Guha, Analyst at Maybank Securities gives us his perspective and what are this top picks.
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Wed, 11 Sep 2024 - 3543 - Lower Rates Don't Benefit Banks
JP Morgan and Goldman Sachs have warned of lower earnings. We ask Tony Nash, CEO, Complete Intelligence why and how this is correlated to the Fed Fund rate cut. We also look at the recent appreciation of the Yen and does this mean the end of the Japanese equity rally.
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Wed, 11 Sep 2024 - 3542 - Don't Ignore Asean Equities In This Rate Cycle
With the Federal Reserve set to cut rates in September, what are the implications to Asean markets after a relatively good run. Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his perspective whilst looking specifically at Malaysia which is the best performing market in the region.
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Tue, 10 Sep 2024 - 3541 - US Soft Landing Still On Horizon
The US inflation report and consumer sentiment survey will be the data points coming out this week ahead of the Federal Reserve FOMC meeting on 17-18 September. Will this calm concerns over the US economy's health? Economist Carlos Casanova of UBP gives us his projections for the Fed monetary policy.
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Tue, 10 Sep 2024 - 3540 - Engines On For The Singapore Equity Market
SGX did start on a weak note at the beginning of the year but it appears fortunes might be changing as it's up more than 8% on a year to date basis. What were the catalysts for rerating and is there still an upside in a rate easing cycle? Geoff Howie, Market Strategist, at Singapore Exchange tells us.
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Mon, 09 Sep 2024 - 3539 - Its Macro Data, Not Earnings That Move US Markets
Investors are obviously jittery ahead of the FOMC meeting next week with markets in a volatile mode. Kelvin Wong, Senior Market Analyst, OANDA tells us what to expect in terms of the rate cuts and how best to position for that.
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Mon, 09 Sep 2024 - 3538 - US Economy Depends On The Consumer
The question is not if the Federal Reserve will cut rates but the magnitude. A question that we pose Kingsley Jones, Chief Investment Officer, Jevons Global whilst asking him if he would consider the Australian market a safe haven based on the state of the economy.
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Sun, 08 Sep 2024 - 3537 - US Recession Still At Bay
All eyes will be on the US jobs report coming out on Friday. What are the expectations for unemployment data and what this means for the Fed's next moves? Tim Mulholland of TJM Limited gives us his take and discusses other trends moving markets.
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Thu, 05 Sep 2024 - 3536 - Is The Fed Behind The Curve With Rate Cuts?
The first trading day of September in the US was the worst since August 5, partly spooked by the ISM manufacturing data that missed forecasts. How are markets factoring expectations for September rate cuts by the Federal Reserve? We get analysis from Vishnu Varathan of Mizuho Bank.
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Wed, 04 Sep 2024 - 3535 - Solid Q2 Earnings Boost Market Sentiments
The FBMKLCI is rallying on the back of feel-good vibes following the second quarter earnings season. What are the key takeaways from the results and how should this factor into equities strategy? We wrap-up the Q2 earnings season with Alexander Chia of RHB Investment Bank.
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Tue, 03 Sep 2024 - 3534 - Opportunities From Wall Street Tech Sell-Off?
Wall Street kicked off a traditional September slump with a tech sell-off which saw the major indices tumbling as much as 3.3%. Jack Kouzi, Director for Strategy at VFS Group shares his views on what to look for in the coming month with the US Federal Reserve likely to announce rate cuts and as China's property sector continues to hurt.
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Tue, 03 Sep 2024 - 3533 - US Equities Still A Buy Despite A Recession
US data points are hinting of a slowdown but is a recession round the corner? Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on where to park your money in these confusing times.
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Mon, 02 Sep 2024 - 3532 - Upside Risk Surprise For Singapore?
The Singapore government recently narrowed the GDP growth target from 1-3% to 2-3% for 2024. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore of his expectations for growth and will MAS adjust the currency band of the their dollar.
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Sun, 01 Sep 2024 - 3531 - Gold Is A Reflection Of Markets
We examine the recent results from consumers names like Ulta, Lululemon and Dollar General and what this means about the state of the US consumer with Michele Schneider, Chief Strategist, Market-Gauge. She also explains the price movements of commodities like gold, sugar and silver and why they are reflective of the markets.
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Thu, 29 Aug 2024 - 3530 - Fixed Income Offers Both Yield And Upside
The clearest sign that the Federal Reserve will be cutting rates came at the Jackson Hole Conference. What does this then mean for the fixed income space and will it offer the twin benefits of yield and capital return? Howe Chung Wan, Managing Director & CIO of Fixed Income, Asia, Principal gives us that answer.
This Market Outlook is brought to you by Principal
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Wed, 28 Aug 2024 - 3529 - Impending Fed Cuts Attest To Slowing US Economy
The Federal Reserve has signalled its readiness to pivot in September, but what does that indicate about the trajectory of the US economy? Tony Nash of Complete Intelligence decodes the signals.
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Wed, 28 Aug 2024 - 3528 - Focused Shift From Inflation To Labour Markets
As the Fed shifts attention from inflation to jobs and labour data, we ask Carlos Casanova, Senior Economist, UBP whether we still are on course for a Fed rate cut and its implications on ASEAN currencies amid a softening demand for consumer spend in China.
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Tue, 27 Aug 2024 - 3527 - Maybe Time To Look At The Laggards
The markets has appeared to price in a 25bps cut in interest rates at September's FOMC, so where should one deploy new money? Yeap Jun Rong, Market Strategist at IG International gives us some ideas including the laggards like property whilst weighing in on the technology sector as we wait for Nvidia results.
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Mon, 26 Aug 2024 - 3526 - Australia, The Lucky Country But Not In Equities
The Australian equity market is registering a return of 6.4% year-to-date. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his views on the market, what are the buying opportunities and whether there is better value in other markets.
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Sun, 25 Aug 2024 - 3525 - Easy Money Has Been Made For Markets
The US equity markets have been range bound after this month's early correction as the Fed rate cut has been priced in. What then is the investment strategy to adopt for the rest of the year and are there opportunities beyond the developed markets? Tim Mulholland, President, TJM Limited of Chicago tells us.
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Thu, 22 Aug 2024 - 3524 - Is the Yen Carry Trade Over?
The sharp fall in Japanese equities can be explained by the unwinding of the Yen carry trade as it now firmly stands at 145 to the US Dollar. But is there more unwinding to follow and how does it inform on the Bank Of Japan's monetary policy. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us.
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Wed, 21 Aug 2024 - 3523 - China Tech Tops Earnings Season
The narrative on Chinese stocks has been focused on weakness in the economy, but the latest earnings season shows resilience within China tech names. We discuss the standout results from Chinese equities with Jack Kouzi of VFS Group, and other trends impacting global markets.
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Tue, 20 Aug 2024 - 3522 - Fed Cut In September, Worst Kept Secret In Town
The Jackson Hole Economic Policy Symposium, an annual gathering to discuss central banking policies will be held later this week with all eyes on Fed Chair, Jerome Powell as he presents the US economic outlook. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and how that might impact global markets.
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Mon, 19 Aug 2024 - 3521 - The US Recession Is Here Already
Recent data points have pointed to a weakening of the US economy but does that confirm if it is in a recession? Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us his perspective and whether we should adjust our investment strategy on the back of this.
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Sun, 18 Aug 2024 - 3520 - Volatility Can Be An Opportunity
Markets are expected to remain volatile as there is no certainty as to the Fed fund rate path. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what is the investment strategy to adopt in light of this and if Japan equities remain an opportunity despite the appreciation of the Yen.
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Thu, 15 Aug 2024 - 3519 - Upside Risk To Singapore's GDP
The Singapore government released their GDP forecast and then narrowed their target for the year from 1-3% to 2-3%. We ask Carlos Casanova, Senior Economist, UBP if there is downside or upside risk to this data point. We also dive into the last PPI figures from Japan and how that will inform the BOJ's monetary policy.
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Tue, 13 Aug 2024
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