Podcast Episodes
Back to Search
Will Latest CPI Figures Change Fed Trajectory?
We ask Clifford Bennett, Independent Economist what does the recently released US CPI report tell us about inflation and the direction of the Federal…
2 years, 5 months ago
Malaysia, The Land Of Opportunity
Malaysia has been the dark horse, up to 10% on a year to date basis. We ask Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd w…
2 years, 5 months ago
Street Might Be Too Bullish
Analysts have upgraded their calls the most aggressively in two years after 459 companies in the S&P500 posted profits that were on average 8.5% high…
2 years, 5 months ago
Look To The Yuan For Ringgit Direction
The Malaysian Ringgit has depreciated against the US dollar on year to date basis but not as severely as other currencies. Vishnu Varathan, Head of …
2 years, 5 months ago
Bumpy Road Ahead for US Corporates
US reporting seasons is almost coming to an end and it was generally positive but what does forward guidance indicate? We ask Laurent Lequeue, indep…
2 years, 5 months ago
Muted Guidance Points To A Slowdown In US Earnings
Although US earnings season has been generally been positive, corporate guidance has been more conservative. Tony Nash, CEO, Complete Intelligence te…
2 years, 6 months ago
The Malaysia Equity Rally Still Has Legs
The FBMKLCI has finally managed to be the best performing market in Asean on a year to date basis. Imran Yusof, Head of Research, MIDF tells us the r…
2 years, 6 months ago
Some Bright Spots In China's Economy
With the Hang Seng and Shanghai Composite Index rallying in the past few sessions, we ask Carlos Casanova, Senior Economist, UBP if this means that t…
2 years, 6 months ago
Look At The Cyclicals For The Summer Rally
With 80% of S&P500 companies reporting numbers better than expected, will earnings till surprise on the upside in coming quarters? Joe Quinlan, Chief…
2 years, 6 months ago
What Does US Policy Rates Mean For Asia?
With the Federal Reserve maintaining the mantra of “Higher for Longer” with a strong US economy and sticky inflation, what does this mean for policy …
2 years, 6 months ago