Market Watch

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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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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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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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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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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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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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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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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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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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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