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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US stock markets pulled back from their strong rally at the end of the previous week, with some tempering of rate cut expectations setting in. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on these developments as well as where to find value in small and mid-cap stocks.

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Markets surged after Fed Chair Jerome Powell struck a dovish tone at Jackson Hole, signaling a potential interest rate cut despite dissenting voices. Tim Waterer, Chief Market Analyst at KCM Trade, expects two cuts before year-end, though he notes that markets will need a fresh catalyst to push higher.

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The bifurcated U.S. economy is making policy decisions increasingly complex. Tim Mulholland, President of TJM Limited in Chicago, explains the implications and weighs in on the challenges facing the Federal Reserve, which is under pressure to cut interest rates despite limited justification to do so in the near term.

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All eyes will be on Fed Chair, Jerome Powell comments at the Jackson Hole Symposium. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to what his expects whilst taking a look at JGB yields and what this says about Japan's monetary policy.

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As the Federal Reserve convenes at Jackson Hole for Jerome Powell’s final speech as its Chair, global markets are weighing the next phase of monetary policy. Laurent Lequeu,  Independent Market Analyst & Writer of the Macro Butler Newsletter shares his insights on how cryptocurrencies and emerging market assets may feature going forward.

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As Asian economies digest the impact of US tariffs, what direction do equity markets take? We speak to Aidan Yao, Senior Investment Strategist, Asia, Amundi for his insights and what is the best investment strategy to adopt.

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