As the government shutdown enters its second week, Joe Quinlan, Chief Market Strategist at U.S. Trust–Bank of America Private Wealth Management, believes the Federal Reserve will cut rates at the end of October, while a year-end rate cut remains uncertain.

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Four of the past six years post the tabling of the Budget, the FBMKLCI has either traded lower or remained flat. So will this year be any different? Peter Kong, Head of Research, Kenanga Investment Bank tells us his view whilst giving us the list of sectoral and specific company winners.

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As US earnings season unfold starting with the big banks, will there be more earnings upside surprises or disappointments? 

David Chow, Director, Azure Capital gives us the answers whilst telling us what investment strategy to adopt.

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Budget 2026 is the first under the period of the 13th Malaysia Plan that runs until 2030 and which has the lofty goal of redesigning national development. How well does this budget reflect the transformational aims of RMK13? We peel the layers of Budget 2026 with Dato’ Johan Mahmood Merican, the Secretary General of the Treasury.

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It has been 10 days since the US shutdown began. Will the Federal Reserve cut rates later this month with the information vacuum. Tim Waterer, Chief Market Analyst, KCM Trade gives us his perspectve whilst weighing in on the Japanese market after the recent political developments.

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Tony Nash, CEO of Complete Intelligence, expects the US Feds to implement two more rate cuts before the end of the year. He cautions investors to be prudent when investing in AI technology stocks, noting that intracompany investments among these firms could lead to double-counted revenues.

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With the French government on the brink of potential collapse, what impact wil it have on their domestic market and even Europe. Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us whilst weighing in if the AI theme is overvalued

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As the US government shutdown enters its second week, Wall Street seems unfazed, with the Nasdaq, S&P 500, Bitcoin, and even gold all hitting record highs. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares some insights into the sentiments behind this surge and what it means for investors.

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With Bank Negara cutting the overnight policy rate in July, MGS yields have fallen in tandem. What does this mean for Malaysian REITS as yield spreads narrow? For analysis we turn to Jessica Low, Senior Analyst, MBSB Research, who also shares her top picks for the sector.

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The S&P 500 and Dow Jones indices hit new highs on the third day of the U.S. government shutdown, though the rally remains concentrated in AI and tech stocks. Kingsley Jones, Chief Investment Officer at Jevons Global, cautions that the consumer and transport sectors are likely to weaken, adding that investors should consider diversifying into other markets.

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