Bfm :: Market Watch

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.Image Credit: Shutterstock.com

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.Image Credit: Shutterstock.com

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.

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.Image Credit: Shutterstock.com

The US economy is holding up despite tariff uncertainty and all eyes will be on comments from the Jackson Hole symposium this week by Fed Chair Jerome Powell for signals on monetary policy. Joe Quinlan of the US-Trust BOA Private Wealth Management weighs in on why he's optimistic about the US economy for the remainder of the year.

The ASX 200 has outperformed other regional markets in the first half of the year despite global economic headwinds. What's driving the rally in Australian equities? We discuss this and other market trends with Dilin Wu of Pepperstone.Image Credit: Shutterstock.com

The wholesale inflation data surprised on the downside with fed rate cut expectations scaled back. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what this means for markets and if Australian equities offer better opportunities.Image Credit: Shutterstock.com

Although markets have priced in Federal Reserve rate cuts in September, is this a foregone conclusion? Tony Nash of Complete Intelligence gives a note of caution on expectations, and weighs in on other market trends.

Singapore’s top three banks posted mixed results in Q2 2025. Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, Singapore shares insights on what the top performer did right and which bank offers the best value and opportunities on the STI.Image Credit: Shutterstock.com

The Federal Reserve is poised to cut interest rates by 50 basis points in September after July’s CPI came in lower than expected. Carlos Casanova, Senior Economist at UBP, assesses the underlying strength of the U.S. economy and the headwinds it faces.

Asian currencies have been navigating a volatile landscape, shaped by shifting US dollar momentum, mixed signals from the Federal Reserve, and mounting global trade tensions. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence tells us what to expect in the coming months and if the reign of King Dollar is dead.Image Credit: Shutterstock.com

The Federal Reserve is widely expected to cut rates in September on the back of weakening labour data, but how might rising inflation affect the future trajectory of monetary policy? We discuss this and other market trends with Joe Quinlan of the US Trust-BOA Private Wealth Management.Image Credit: Shutterstock.com

The FBM KLCI gained 1.5% in the five days after Donald Trump’s latest round of sweeping tariffs came into force on August 7th. Does this indicate resilience in Malaysia’s capital markets or have local investors grown indifferent to tariff threats? For answers, we speak to Peter Lim, Chief Research Officer at Trident Analytics.Image Credit: Shutterstock.com

The Construction Index is up 6% on a year to date basis, outperforming the FBMKLCI albeit underwhelming when compared to 2024's return of 61%. We ask Chong Tjen San, Director, CGS International if the 13 MP is the catalyst for a rerating of the sector and what his top picks are.

The US markets saw selling pressure last evening as investors became nervous over lofty valutions. We ask Tim Mulholland, President, TJM Limited in Chicago if the correction was just a blip and how to deploy new money.Image Credit: Shutterstock.com

US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what impact that would have on economies which are heavily titled towards E&E exports. We also ask if the weak US labour data changes the Fed Fund rate policy and the terminal rate.

The Hang Seng Index is up by close to 25% on a year to date basis. However is all the good news already priced in? David Chow, Director, Azure Capital tells us his perspective whilst we ask where US equity markets are heading.Image Credit: Shutterstock.com   

US markets have been volatile of late as investors take stock of the weaker job data and unknown impact of tariffs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to whether US equity markets still offer upside and if not, is HK/China an alternative?Image Credit: Shutterstock.com

With the worse than expected US payroll figures in July and a revision down for the prior two months, are there signs that the US economy is showing signs of cracking? Michael Lai, Executive Director of Wealth Advisory, OCBC Bank Malaysia gives us his views whilst telling what investment strategy to adopt in this volatile markets.

Finalised US tariffs now range between 15% to 50%, signaling a tougher trade stance. Dilin Wu, Research Strategist, Pepperstone breaks down the global implications, Fed outlook, and China’s ongoing economic challenges.Image Credit: Shutterstock.com