Bfm :: Market Watch

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

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

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

US President Trump signed his signature tax cut and spending bill into law last Friday. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter for what impact this has on the US economy and which asset class will be affected the most.Image Credit: Shutterstock.com

On a year to date basis, the STI is up more than 6%, one of the best performing in Asean. We check in with Adrian Loh, Head Of Research, UOB Kay Hian Singapore as to why the city state has managed to outperform its regional peers whilst asking him what are some of the investment themes and ideas that we should consider for 2025.Image Credit: Shutterstock.com

US non-farm payrolls and the unemployment rate was released yesterday. We ask Joseph Sroka, Chief Investment Officer, NovaPoint Capital what the data tells us about the state of the US economy and will it force the hand of the Federal Reserve to cut rates earlier than expected.Image Credit: Shutterstock.com

Although the US budget bill is stuck in the House, we examine who are the potential winners and losers with Tony Nash, CEO, Complete Intelligence. We also preview the US non-farm payroll figures and how that might influence the Fed fund rate.Image Credit: Shutterstock.com

With the passing of the US multitrillion-dollar tax and spending package, there are concerns over the increase in US debt. Carlos Casanova, Senior Economist, UBP helps us breakdown the impact of it on the economy and the dollar.Image Credit: Shutterstock.com

With a plethora of US data being released this week,  will the Federal Reserve cut rates earlier?Shane Oliver, Chief Economist, AMP Capital tell us his views whilst we discuss whether the reign of King dollar is over?Image Credit: Shutterstock.com

US markets continue to hit new highs despite the headwinds of trade tariffs. Is Australia then the safe haven market to consider? Kingsley Jones, Chief Investment Officer, Jevons Global tells us his views whilst we also look at opportunities in Asia and Europe.Image Credit: Shutterstock.com

Thailand has been faced with a fresh political crisis that threatens to derail its already fragile economy teetering on the edge of a technical recession, coupled with a potential disruption to tariff talks with the US. Poon Panichpibool, Markets Strategist at Krung Thai Bank shares his perspectives into where Thai equities might be headed.Image Credit: Shutterstock.com

The US Federal Reserve Chair Jerome Powell has wrapped up two days of testimony on Capitol Hill, while the "one, big, beautiful bill" may soon be passed. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his perspectives on what these developments mean for the US dollar and by extension the Malaysian ringgit.Image Credit: Shutterstock.com

Asian markets as measured by MSCI Asia Pacific Index is up more than 10% on a year to date basis despite trade uncertainties, slowing global growth and tensions in the Middle East. We ask Michael Chang, Head of Investments, Eastspring Investments Bhd as to why Asia still remains resilient and if there are still legs to this rally.Image Credit: Shutterstock.com

Despite geopolitical tensions, uncertain trade tariffs and slower global growth, equity markets continue to inch higher. We ask Michele Schneider, Chief Strategist, Market Gauge why investors are choosing to ignore the headwinds. We also ask what investment strategy to adopt for these markets and what sectors will outperform.Image Credit: Shutterstock.com

With President Donald Trump announcing a ceasefire between Isreal and Iran, markets and oil markets have bounced. We askJoe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if this momentum can be sustained and what he expects the Fed to do at July's FOMC.Image Credit: Shutterstock.com

Over the weekend, the US bombed three nuclear sites in Iran. We discuss the implications of this withTim Waterer, Chief Market Analyst, KCM Trade and where are the safe haven assets if there was an escalation of conflict.Image Credit: Shutterstock.com

Despite the government maintaining a full-year GDP forecast of 4.5–5.5%, the local market is down 8% year-to-date, raising concerns about underlying investor confidence. Will the implementation of SST detail equity markets even further. Peter Kong, Head of Research, Kenanga Investment Bank tells us the investment strategy to adopt for these volatile markets.Image Credit: Shutterstock.com

Song Seng Wun, Economic Advisor, CGS International Securities shares his perspective on whether an escalated Israel-Iran conflict will have a significant impact on the US economy as the world grapples with a potential scenario of an oil price shock.Image Credit: Shutterstock.com

Malaysia recently played host to Energy Asia, a forum that champions the energy transition. Imran Yusof, Head of Research, MIDF tells us what are some of the investible ideas from this event and an outlook on the oil and gas sector on the back of the recent oil price surge.Image Credit: Shutterstock.com

The US Federal Reserve has kept interest rates steady at 4.25% to 4.5%, but signaled that it may make two rate cuts later this year. Tony Nash, CEO of Complete Intelligence, shares his insights into how this development along with ongoing geopolitical tensions are affecting markets today.Image Credit: Shutterstock.com