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Market Watch

BFM Media
Federal Reserve
China
Inflation
Malaysia
US Economy
Oil Prices
Gold
Japan
Tariffs
Artificial Intelligence
S&P 500
United States
US Dollar
Oil
NVIDIA
Global Markets
Interest Rates
Precious Metals
US Government Shutdown
Healthcare

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

PublishesDailyEpisodes6039Founded12 years ago
Number of ListenersCategories
Business NewsNewsBusiness

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Artwork for Market Watch

Latest Episodes

According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conflict. Could investor buoyancy take a hit if global energy costs remain elevated? We discuss the outl... more

Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries, suggesting the rally is becoming more diversified rather than concentrated in mega-cap stocks.

Imag... more

The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing inflation risks? We discuss the sustainability of the stock rally and central bank policy direction... more

The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to take over next. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his takeaways on P... more

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Recent Guests

Toh Woo Kim
Senior Analyst at Hongliang Investment Bank Research
Hongliang Investment Bank Research
Episode: Is Malaysia’s Tech Sector Ready for a Rebound?
Maliana Shahuddin
Equity Analyst at BIMB Securities
BIMB Securities
Episode: Healthcare Enters a New Growth Cycle
Jacquelyn Yow
Analyst at CGS International
CGS International
Episode: Upside for CPO in High Crude Price Environment
Ng Zhu Hann
CEO and founder of Tradeview Capital
Tradeview Capital
Episode: KLCI at 1,700: Can the Rally Sustain?
Dr. Cassey Lee
Principal Fellow and Coordinator of the Regional Economic Studies Programme
ISEAS–Yusof Ishak Institute
Episode: Malaysia's Approach to Tackling the Energy Crisis
Tim Mulholland
President of TJM Limited
TJM Limited
Episode: Opportunities in Volatility
Vishnu Varathan
Head of economics and strategy at Mizuho Bank
Mizuho Bank
Episode: Equity Markets Rebound, But For How Long?
Sabariah Akhair
Analyst at BIMB Securities Research
BIMB Securities Research
Episode: Iran War Key Risk to Malaysia's Consumer Sector Outlook
Sathia Varqa
Co-founder of Palm Oil Analytics
Palm Oil Analytics
Episode: Geopolitical Premium on CPO

Hosts

Wong Shaoning
Co-Host of the podcast, introduces various topics and guests
Shazana Mokdar
Co-host and contributes to discussions and guest introductions
Keith Kam
Co-host who engages with guests and discussions

Reviews

3.6 out of 5 stars from 54 ratings
  • Up jhbbbybynbbuy Byyyy u Year

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    Apple Podcasts
    4
    Ariellxy
    Singapore8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Hosts provide a balanced view on financial topics.
Informative discussions with expert insights.
Engaging conversations that highlight important economic indicators.
Great analysis on market trends and implications.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Are US Markets Underpricing Inflation?
Q: What is your view on leadership discussions at the Fed and how they might affect investor confidence?
The market still shows resilience with equity strength, but leadership talks create noise that could sway expectations; what matters is credible disinflation and productivity gains that justify higher valuations without derailing growth.
Decoding Powell’s Last Fed Message
Q: What are some of the key points that caught your attention during the Fed press conference?
The key points include the hawkish tilt of the hold due to inflationary pressures and dissent within the Fed, the emphasis on a neutral bias awaiting empirical evidence, and the takeaway that there is likely no room for rate cuts this year, which supports a stronger dollar and higher yields.
Will Mag7 Earnings Drive Market Rallies This Week?
Q: What did the Visa results signal about consumer behavior amid the Iran-related conflict, and how might this affect near-term spending?
Visa's results were strong, with growth tied to healthy consumer spending and a backstop from a solid forecast, suggesting the consumer is holding up better than feared despite tensions.
Will Mag7 Earnings Drive Market Rallies This Week?
Q: David, could we get your thoughts on the UAE leaving the OPEC alliance and what it could mean for oil prices moving forward?
The knee-jerk reaction is that oil could ease slightly due to less market power from a now-fraying monopoly, but overall prices may remain supported as producers still operate at high price levels and global demand remains intact.
Data, Interest Rates & War : Navigating Uncertainties
Q: Dilin, how would you assess investor sentiment when you juxtapose crude oil dynamics with the positive earnings season so far?
Investor sentiment remains cautiously optimistic; markets are pricing in a de-escalation path that supports equity gains, but higher oil and inflation pressures keep the risk tilted toward a slower upside and potential volatility if disruptions re-emerge.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Market Watch

What is Market Watch about and what kind of topics does it cover?

Content focuses on market trends, investment strategies, and the implications of geopolitical events on asset classes. Listeners can expect in-depth discussions with various finance experts, analysts, and strategists who provide insights into financial markets, equity research, and emerging economic indicators. A notable feature is the variety of perspectives offered, highlighting not only local but also international viewpoints, making it particularly valuable for investors looking to navigate complex market conditions.

The format typically includes expert commentary on recent news affecting markets, earnings reports, and the resulting investor sentiment. This podcast uniquely combines technical analysis with broader economic discussions,... more

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These podcasts share a similar audience with Market Watch:

1. Morning Brief
2. The McKinsey Podcast
3. What's the Focus
4. World Business Report
5. Ringgit and Sense

How many episodes of Market Watch are there?

Market Watch launched 12 years ago and published 6039 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Market Watch?

Recent guests on Market Watch include:

1. Toh Woo Kim
2. Maliana Shahuddin
3. Jacquelyn Yow
4. Ng Zhu Hann
5. Dr. Cassey Lee
6. Tim Mulholland
7. Vishnu Varathan
8. Sabariah Akhair

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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