The European Union and the US are in the midst of trade negotiations with President Donald Trump warning of 30% tariffs. Whilst the EU has warned that it is prepared to take countermeasures. Carlos Casanova, Senior Economist, UBP tells us what this means for their economy and if there are more interest rate cuts in the horizon by the ECB.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

US markets continue to inch higher but is this driven by exhuberance or strong earnings growth? Questions we pose to 

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as we head into the start of corporate result season. We also ask if there are legs to the Dax rally and if Asian markets are experiencing a renainssance.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Last Wednesday, Bank Negara cut the overnight policy rate by 25bps to 2.75%. The last time the central bank changed their monetary policy was in 2023 when they raised the rate to 3%. What impact does this have on Malaysian Banks? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us his top buy ideas.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

With President Donald Trump issuing a myriad of tariffs announcements, what should an investor do in these confusing times? Kingsley Jones, Chief Investment Officer, Jevons Global helps us make sense of this whilst giving us recommendations of where to invest other than in the US.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

U.S. jobless claims remain steady, pointing to a resilient labour market even as tariff threats and Trump’s immigration stance add uncertainty to the outlook. Yet, markets continue to hit record highs, raising questions about what’s truly driving the rally and how sustainable it is. For insights into the forces at play and what it means for investors, we speak to Tim Mulholland, President, TJM LTd, Chicago.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Bank Negara cut the overnight policy rate by 25bps to 2.75%. This has implications on the REIT and property sector. We speak to Loong Kok Wen, Regional Head of Property, RHB Investment Bank for her views and her top buy ideas.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Bank Negara Malaysia has lowered its Overnight Policy Rate from 3% to 2.75%, its first rate cut since 2020, citing downside risks from slowing global trade and fresh US tariffs. Firdaos Rosli, Chief Economist at AmBank Group, helps us unpack the central bank’s latest policy move and its impact on Malaysia's growth.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Wall Street's response to the latest round of tariff news from the Trump administration has been tepid, even as higher rates are announced for reasons ranging from actual trade to politics. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on these latest developments and more.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Recently, President Donald Trump announced a slew of new tariff rates on several countries including a 25% rate on Malaysia. We ask Dilin Wu, Research Strategist, Pepperstone as to what impact this has on the global economy and markets. We also ask her if gold remains the safe haven asset to own despite having risen by more than 25% on a year to date basis.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The Trump administration has just sent out letters to half a dozen countries including major trading partners, Japan and South Korea, as well as Malaysia confirming that a tariff of 25% will take effect on Aug 1st. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, shares his views on Wall Street's reaction and why he thinks the healthcare sector is worth a second look.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.