Podcast Episodes
Back to Search
Uncertainties Remain on Tariffs, Treasuries & Trade
The past week we have seen tariffs imposed, then delayed, bond yields surging coupled with shifting global alliances. Laurent Lequeu, an independent …
1 year, 6 months ago
Pay Attention To The Outlook In Result Season
The major banks have reported their earnings but it's the outlook that markets are paying attention to. We ask Joe Quinlan, Chief Market Strategist, …
1 year, 6 months ago
Singapore Eases Currency Band As Expected
Singapore’s Central bank has eased its monetary policy settings, reducing the rate of appreciation of the exchange rate. This as the 2025 growth fore…
1 year, 6 months ago
Don't Expect The Trade War To End Soon
Over the weekend, US announced exemptions to tariffs for selected electronic products albeit warning that it is just temporary. Yeap Jun Rong, Market…
1 year, 6 months ago
Tariffs Cloud Market Outlook
Markets reversed gains after the U.S. imposed 145% tariffs on Chinese imports, heightening investor anxiety. While inflation came in lower at 2.4%, i…
1 year, 6 months ago
Tariff Pause And Market Surge
Markets rallied following President Trump’s 90-day suspension of global tariffs, excluding China. Analysts suggest bond market turmoil spurred the po…
1 year, 6 months ago
Tarrifs And Its Impact On Currencies
When US President Donald Trump announced sweeping trade tariffs, the greenback, as measured by the Bloomberg Dollar Spot Index, recorded its largest …
1 year, 6 months ago
Domestic Plays To Weather Global Volatility
The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive pockets in Malaysian equ…
1 year, 6 months ago
Stagflation Ahead For US Economy?
With US reciprocal tariffs set to come into force this week, economists are revising their growth estimates for the global economy. We discuss how ta…
1 year, 6 months ago
Indonesia's Growth And Rupiah Impacted By Tariffs
The Indonesian equity market had been closed for the Eid holidays which meant that it was unscathed by the tariff announcements. However with it due …
1 year, 6 months ago