Market Watch

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.

Market Watch is a news podcast hosted by Unknown Host, with 1,000 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Market Watch, a news show with 1,000 episodes published.

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  Market Watch

  The Rally Few Stocks Are Carrying

  Oct 1, 202612 min

  The S&P 500 ended the third quarter higher, but the equal-weighted index fell about 4% in September, so the gains came from a small group of stocks. With AI borrowing being tested in the credit market, the dollar at a three-month high and close to US$8 trillion sitting in money-market funds, investors have to decide whether this rally can spread to more stocks or whether it's getting fragile. We look at where to position for the fourth quarter and what would get that cash moving. We speak to Tim Mulholland, President of TJM Limited. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

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  Market Watch

  US Stocks At Near Record High, At A Time Bond Yield Is Rising

  Sep 30, 202614 min

  Global equities closed the quarter near record highs, even with oil up 40% and the US 10-year Treasury yield above 5.2%. US PCE inflation came in cooler than expected at 3.4%, but rising oil is pulling yields up with it, and Australia is already hiking into 4% inflation. So is the bond market warning about something stock investors don't want to hear? We speak to Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

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  Market Watch

  Oil, Yields & the AI Money Machine

  Sep 29, 202613 min

  Investors head into the fourth quarter facing oil above US$100, elevated bond yields and another crucial round of US inflation and employment data that could shape the Federal Reserve’s next move. Meanwhile, Nvidia’s enormous US$150 billion share-buyback programme is highlighting just how much cash the AI boom is generating at its biggest beneficiaries. With bonds offering increasingly attractive returns, are equities still worth the additional risk as markets enter the final months of the year? Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

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  Market Watch

  Is the Worst Over for China A-Shares?

  Sep 28, 20269 min

  After four brutal years near one-year lows, could China’s mainland stock market finally be quietly carving out a bottom? While the benchmark CSI 300 remains in the red, subtle signs of momentum are beginning to emerge under the surface. Eric Khaw, Senior Portfolio Manager at Amova Asset Management, joins Market Watch to explore whether a true turning point is taking shape for mainland equities. Eric weighs in on where the true winners and losers are emerging, whether the momentum in technology is broad-based or dangerously concentrated, and how he is positioning for mainland A-shares today. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

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  Market Watch

  The Geopolitical Shock That Could Reprice Everything

  Sep 28, 202612 min

  Higher oil prices, rising Treasury yields and the prospect of further Fed rate hikes are putting pressure on US markets. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, discusses the risks to corporate earnings, US-China trade and what the latest moves in gold and silver are telling investors. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

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