Market Watch
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Market Watch
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.
Episodis Recents
6060 episodis
Markets Cheer Peace, But What's Next?
Global markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping dr...
Have Markets Fully Priced in the Gulf Ceasefire?
Global markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the markets...
Tech Stocks Gain, Iran Deal "Likely", What's Next?
The likelihood of a solution to the war in Iran sparked a rebound in the markets, led by tech stocks that have been sold off in the past few sessions....
Emergency Rate Hike Puts Indonesia Under Pressure
Indonesia’s central bank has delivered its first off-cycle interest rate hike in eight years after the rupiah fell to record lows against the US dolla...
Tech-led Selloff Fails To Rebound : What Next?
World markets ended in the deep red with the selloff on semiconductor, tech and AI plays continuing. Consumer price results from the US also indicate...
Q1 Earnings Under Pressure?
The 1Q2026 earnings season has now wrapped, and while the period is traditionally softer due to festive holidays, this quarter saw an even more compre...
Tech Rebound Fails, Markets Falter Again
Wall Street stocks appear to be struggling to find its footing following last week's tumble as investors remain nervous that the AI-driven run in chip...
Markets Recover, Uncertainties Remain
Wall Street staged a mild tech-related recovery following a more than 5% decline on the Nasdaq, over the previous three sessions. Joe Quinlan, Chief M...
Correction or Turning Point for Markets?
Global markets were rattled by a sharp sell-off last week, with technology stocks leading the decline and investors reassessing the outlook for intere...
Has Crypto Lost Its Momentum?
Cryptocurrency markets are facing renewed pressure as Bitcoin retreats sharply from its highs, even as global equity markets continue to rally on the...
Economic Data, Interest Rates & Currencies
Overnight saw the release of Australia's first quarter GDP numbers while the US' unemployment indicators are set to be released tonight. Hebe Chan, Se...
Malaysia's Banks : Strong Start, Uncertain H2
Malaysia’s banking sector started 2026 on a stronger-than-expected footing, with loan growth picking up, credit demand holding firm, and asset quality...
US Economic Data Impact On Equities
Latest data reveal that US services activity accelerated in May, while employment registered a slight slowdown. Meanwhile, equities on Wall Street hav...
The Inflation Spectre in East Asia
How are the major East Asian economies - China, South Korea and Japan - navigating external headwinds? We analyse the latest economic data with Carlos...
War, AI & Markets
Overnight, news that the US-Israel war on Iran may see a resolution spurred markets. However, this also comes as central banks turn more hawkish and c...
Inflation Numbers To Dictate Central Banks' Actions
Recent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will...
West Asia Uncertainty Still Dictates Market Direction
News that there might be a resolution to the US-Israel war on Iran has been dominating market sentiment with the latest (conflicting) updates causing...
Consider Opportunities in Asia Tech
Asian indices like the Taiwan Index and South Korea's Kospi have rallied on the back of the global AI boom. How attractive is the Asia tech hardware s...
Malaysia's Real Estate Reality Check
Malaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two y...
Interest Rates Direction vs Economic Data
S jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach...
US Interest Rate Direction & Tech Results
Overnight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above e...
Bond Markets Raise Alarm Over Inflation Risks
Global bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What...
FX Winners and Losers in Gulf Crisis Fallout
Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lo...
US Fed Now Expected to Hike Rates?
The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Marke...
Markets Underwhelmed by Trump-Xi Summit
Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait...
How Much Further Can Asian Tech Go?
Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia P...
S&P Breaks 7500, a Shrinking Fed, and Shanghai’s Surge
Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields...
AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
Are soaring tech stocks blinding the market to a structural collapse in the traditional economy?
While AI demand creates a high-growth "m...
How Real is the NACHO Trade?
The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally?...
Singapore Banks Show Resilience in Uncertain Environment
A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, dr...
Markets Ride the AI Wave Amid Rising Global Risks
Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil p...
Markets Navigate Shifting Rates, Oil and Growth Risks
Stronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all sh...
Bitcoin’s Rally Revives the Crypto Debate
Bitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory develo...
Global Stagflation Risks on the Horizon
Markets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major eco...
More Upside to Semiconductors and AI Infrastructure
Momentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the ta...
US Markets Shrug Off Energy Cost Concerns
According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conf...
AI Rally Broadens Beyond Mega-Cap Tech
Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries,...
Are US Markets Underpricing Inflation?
The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing...
Decoding Powell’s Last Fed Message
The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to ta...
Will Mag7 Earnings Drive Market Rallies This Week?
Mag 7 stocks have outperformed this month but still lagged the S&P500 on a year-to-date basis. Will this week's earnings results of Microsoft, Alphabe...