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 desp
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.Ima
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
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
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
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
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
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
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, CG
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
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, Ch
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
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
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
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 doll
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 Wins
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
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
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 a
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 tec
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.Image Credi
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 Ameri
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 Ameri
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 Ameri
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 po