Traders are now expecting the Federal Reserve to cut rates three times by the end of the year. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what impact this has on the bond and equity markets. We also ask if the coveted neutral rate still has any significance among central banks.

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Last week, Indonesia's financial markets were rocked by volatility against a backdrop of social and political unrest. This led to a sharp correction in the Jakarta Composite Index and Rupiah. We ask Jerry Goh, Asia Equities Investment Director, Aberdeen Standard Investments on what investment strategy to adopt in these volatile markets and what could outperform.

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Kingsley Jones, Chief Investment Officer of Jevons Global, warns that the US labour market is weakening and the economy could tip into recession in 2026. To support growth, he expects the Federal Reserve may cut interest rates three to four times in the rest of this year.

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Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, observed that US job growth remains resilient, though deportation and immigration policies may be distorting the data. President Trump’s tariffs are also expected to be upheld by the Supreme Court, despite being struck down by the Court of Appeals.

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Decade-low lease rates in Hong Kong’s prime office market may be creating opportunities for multinational companies to upgrade their premises. To find out whether this signals a turnaround for Hong Kong’s office sector, we speak with Patrick Wong of Bloomberg Intelligence.

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Gold prices hit a record US$3,500 an ounce as worries over the Federal Reserve’s independence dented consumer confidence. David Chow, Director at Azure Capital, warns the longer-term outlook for the US economy is skewed to the downside, even if August unemployment figures show a modest uptick.

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With stellar results from Alibaba, Hong Kong equities rallied. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if this rally has legs and what will outperform.

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The US economy continues to show resilience, with second-quarter GDP growth beating expectations and jobless claims declining. Joseph Sroka, Chief Investment Officer at NovaPoint Capital, credits the momentum to greater clarity on tariffs and the path of interest rates.

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Markets continue to inch up even though investors were slightly disappointed with Nvidia’s guidance. We speak to Tony Nash, CEO from Complete Intelligence as to whether this rally is sustainable. We also ask if markets in Hong Kong and China still have upside and what those catalysts are. 

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What does the removal of Federal Reserve Governor, Lisa Cook mean for markets and the independence of the Central Bank. Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on the French economy.

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