Markets are not expecting the Federal Reserve to cut rates this Wednesday but have they engineered a soft landing? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his opinion whilst weighing in on the Yen which has hit a 34 year low against the US dollar. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets staged their best weekly rally on the back of strong earnings from Alphabet and Microsoft. Is it time to still buy the AI theme? Yeap Jun Rong, Market Strategist, IG International tells us whilst weighing in on whether the Japan's Ministry of Finance will intervene to support the Yen after it hit a 34 year low against the US dollar. See omnystudio.com/listener for privacy information.

Four out of the Magnificent 7 tech stocks have reported quarterly earnings. Mish Schneider, Chief Strategist, Market-Gauge.com tells us how much of a divergence are we seeing in terms of performance and why these results still matter in spite of the Fed keeping pat on rates. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Meta, Boeing and Ford were some of the major US companies reporting earnings results overnight. Tony Nash, CEO of Complete Intelligence joins us to analyse how investors responded along with how commodities like gold and crude oil performed onvernight, along with how the Japanese yen has plumbed multi-decades lows against the US dollar. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

There is increasingly speculation that the federal reserve might be raising rates with the US economy showing no signs of a slowdown. We ask Carlos Casanova, Senior Economist at UBP if that theory is a possibility. We also ask what impact a strong dollar has on emerging markets and will it force the hand of central banks to raise rates too? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Last year alone, approximately 14 million electric cars were sold, with BYD and Tesla fighting for the top spot in the sector. But even with price cuts, the overall market has dwindled. Ray Kwok, Director , CGS International Securities Hong Kong shares with us the future of the market and who might come to dominate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As we head into the thick of US reporting season, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management which matters more; earnings or Fed Fund rates. We also ask if it's too early to write off Japan and Korea which has seen heavy selling of late as investors lock in gains. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On a year to date basis the Jakarta Composite Index has underperformed its regional peers despite the many domestic catalysts and political stability. We ask Jerry Goh, ASEAN Equities Investment Manager, ABDRN what investment strategy to adopt against the backdrop of the weakening Rupiah. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Although unemployment remains low, consumer sentiment has been weighed down by rising cost of living pressures and the weak Ringgit. As for consumer companies, the sharp rise in input cost from fuel to more expensive commodities like cocoa and sugar have meant that margin compression is a concern. We speak to Genevieve Ng, Consumer & glove analyst at MIDF Investment Bank for an outlook on the consumer sector and what the top buys are. Image Credit: Shutterstock.com See...

Its a big week for US results with almost 180 companies on the S&P500 due to report. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to how important is this earnings seasons and what does the economic data tell us about Fed Fund rate cuts. We also ask him if Australia will be the lucky country again with investors as the returns have been rather anemic for 2024 so far. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US equities and Treasuries continued their sell off this week after the realization that the Fed mantra of higher for longer is here to stay. Tim Mulholland, President, TJM Limited, Chicago tells us if volatility is here to stay and how we should position for that. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the US economy continuing to show growth month on month, questions arise as to when the first Fed Fund rate cut will take place. Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia helps us answer that question and what this means for global bond markets including Malaysia. This Market Outlook is brought to you by Principal Asset Management Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US Fed's job has been made more complicated by the sticky inflation readings and robust economic data, with Fed Chair Jerome Powell indicating that rates could stay higher for longer. How will this affect emerging market economies? We get analysis from Vishnu Varathan of Mizuho Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

China’s gross domestic product (GDP) grew 5.3% in January-March from the year earlier, higher than the Reuters poll for a 4.6% increase. We ask  Jack Kouzi, Director for Strategy, VFS Group. if the worse is over for its economy and what then is the investment strategy to adopt in China. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Geopolitical tensions and Fed Fund rate cuts remain the preoccupation of markets in recent days but the sharp correction has put into question whether the US rally is over. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and does this mean that its time to consider safe haven assets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Chinese equities have recovered from the low's seen in early March driven by a series of market popular measures and better economic data. However is this mini rally sustainable. Yu Junqiang, Fund Manager for Equities from Hong Leong Asset Management tells us whilst diving into the best investment strategy to adopt. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Three major banks reported their results with all sounding more cautious of the outlook. Will this be reflected in the rest of US result season and what does this say about the economy. Clifford Bennett, Independent Economist tells us whilst we ask whether there will be any fallout in markets from Iran's attacks on Israel. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Result season starts in the US with high expectations for the earnings growth of the magnificent 7. Tony Nash, CEO, Complete Intelligence tells us if there is a likelihood for disappointment and what would be the consequence of it. See omnystudio.com/listener for privacy information.

Bond yields rose to a 2024 high with 10 year Treasuries rose to 4.42%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what markets are telling us about the Fed Fund rate and if markets correct, what are the buying opportunities. See omnystudio.com/listener for privacy information.

With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about whether this is time to shift your portfolio in US equities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The world's largest democracy heads for elections this April. Will that derail the strong outperformance of India's equity markets? Pramod Amthe, Head Of Institutional Equity Research at InCred Capital tells us whilst weighing in the decision of the RBI on their REPO rate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets corrected sharply in anticipation that the Federal Reserve may not be cutting rates as aggressively in 2024, no thanks to a hot economy and sticky inflation. Tim Mulholland, President, TJM Limited, Chicago tells us what this means for markets and if there are other assets to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will remain in place until the end of June. This has pushed prices to USD90bbl. Kong Ho Meng, Senior Analyst at Uob Kay Hian Research tells us if these prices are sustainable and what impact it has on the domestic players. See omnystudio.com/listener for privacy information.

Fed Chair Jerome Powell has reiterated that the central bank is on track to cutting rates this year although the pace and quantum remain uncertain. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective on this and why is gold hitting record highs if the market is in high risk mode. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.