What are the key takeaways from corporate Malaysia's first quarter earnings results? We check in with Chehan Perera of CGS international for his impressions and whether it warrants an upgrade on the FBMKLCI year end target.

Image Credit: Diloka Studio / Freepik.com

See omnystudio.com/listener for privacy information.

This week, U.S. economic data was slightly negative causing US treasuries yields to rise as investors took it as  a sign that the Fed will raise rates. 

Carlos Casanova, Senior Economist, UBP tells us if markets are right and what knock on effect it will have on Asian rates and currencies.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

A correction is not implausible as the US heads for an election in November as political risk weighs down on sentiment. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what strategy we should adopt to prepare for that whilst we ask if the US dollar still remains a safe haven asset.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Former President Donald Trump has been found guilty of all 34 charges in the New York hush money trial. We speak to Tim Mulholland, President, TJM Limited, Chicago if that will have any impact on US markets or if that has already been priced in.

Image Credit: Freepik.com

See omnystudio.com/listener for privacy information.

The Straits Times Index (STI) has entered positive territory in recent weeks, after languishing in the red for the better part of the first quarter. What’s driving the upward momentum in market sentiment and is this rally sustainable.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

US consumer confidence unexpectedly improved in May, after deteriorating for three consecutive months. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us if this will force the hand of the Fed to keep rates higher for much longer than expected and what this means for currencies including Emerging Markets.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Nvidia continues to surge causing the Nasdaq to go above 17,000 for the first time in history but is the rally overdone ? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management provides that answer whilst giving us other options to consider if we still want exposure to the AI theme.

Image Credit: jcomp / Freepik.com

See omnystudio.com/listener for privacy information.

Despite last week’s volatility, the Dow is still up more than 3% in May, while the S&P 500 and Nasdaq have gained 5% and 8% respectively. Does the market still have upside and how should we position for it. Jack Kouzi, Director for Strategy, VFS Group tells us his perspective.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Singapore recently reported benign inflation and better than expected GDP growth of 0.1% vs. a median expectation of -0.3% . We ask Song Seng Wun, Economic Advisor at, CGS International Securities how this city state has managed to beat expectations and is it on on course to meet their growth target of 1-3% growth for 2024.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Although recent FOMC minutes suggest that some Fed officials are prepared to raise rates due to sticky inflation, its does appear that they have engineered the near impossible task of a soft landing. What then does this mean for the US and Malaysian bond markets and are there still investment opportunities? Jesse Liew, Chief Investment Officer for Fixed Income, Principal Southeast Asia  tells us.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.