Bfm :: Market Watch

Tony Nash, CEO of Complete Intelligence, analyses the Fed’s July rate pause, shedding light on emerging divisions within the committee and the underlying forces behind the robust 2QGDP performance that came in at 3%.

The U.S. labour market is holding steady but showing slight cooling, as hiring slows and quit rates dip. Markets await the Fed’s guidance, with inflation under control but global trade tensions adding uncertainty. We speak with Song Seng Wun, Economic Advisor at CGS International Securities for his take on the latest job market trends and Fed outlook.

The S&P500 and the Nasdaq Composite have hit new all-time and closing highs, registering their 15th record close for the broad market index this year. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights including where to look for buying opportunities amid the current rally.Image Credit: Shutterstock.com

The Hang Seng Index is up by 27%, one of the best performing in Asia. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this market still has upside and if so, what are the names to pay attention toImage Credit: Shutterstock.com   

This week, all Malaysians were offered a RM100 cash aid under the SARA Programme, a special public holiday on 15 September and a temporary reduction in RON95 petrol prices with the intention to ease living costs. Imran Yusof, Head of Research, MBSB Research, formerly known as MIDF Research tells us what impact this will have on the economy and which companies stand to benefit from these measures.Image Credit: Shutterstock.com

US markets continue to inch higher. We ask Tim Mulholland, President, TJM Limited in Chicago as to whether its the earnings outlook that is driving this and should we be cautious.Image Credit: Shutterstock.com

There has been flurry of trade deals signed various rates of tariff rates with the US. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what impact it has on the respective economies. We also ask if this changes the Fed monetary policy direction.Image Credit: Shutterstock.com

Asian equities have fared relatively well considering the headwinds of tariffs and geo-political tensions as the US -China relationship continues to be tenuous. With the MSCI ASIA Pacific Index up by close to 13% on a year to date basis, is there still legs to the rally? Aidan YAO, Senior Investment Strategist, Asia, Amundi gives us his perspective and the investment strategy to adopt for the rest of 2025.Image Credit: Shutterstock.com

The S&P500 hits another new high but does this rally still have legs? We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter what asset allocation to adopt and if other markets offer better value.Image Credit: Shutterstock.com   

The S&P500 hit 6300, a new all-time high. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to what investment strategy to adopt since valuations are expensive. We also dive in the impact on Japanese equities after the LDP lost in the Japanese Upper House elections.Image Credit: Shutterstock.com

There are signs of a divided FOMC with some governors being more vocal about fed rate cut. We ask Tim Waterer, Chief Market Analyst, KCM Trade about the likelihood of a cut this July and how important is inflation data in that decision.Image Credit: Shutterstock.com   

US markets have hit new highs again but with valuations expensive and uncertainty over tariffs, is it still a good time to deploy new money into equities? David Chow, Director, Azure Capital tell us why Singapore should be considered.Image Credit: Shutterstock.com

President Donald Trump has made it known his intention to replace Fed Chair, Jerome Powell. Will this shake markets if the replacement is made? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst weighing in on the recent US banking results.Image Credit: Shutterstock.com

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

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

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

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

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

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

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