Market Watch

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• Has Crypto Lost Its Momentum? 04.06.2026 9min

  Cryptocurrency markets are facing renewed pressure as Bitcoin retreats sharply from its highs, even as global equity markets continue to rally on the back of AI enthusiasm and strong technology earnings. Capital appears to be flowing back into traditional growth assets, while ETF outflows, long-term holder selling, and weakening sentiment have raised fresh questions about institutional demand for digital assets. At the same time, Ethereum is attracting attention for a very different reason, with some investors arguing that corporate adoption, AI-related use cases, and changes to network governance could unlock a new phase of growth. As crypto navigates a tougher market environment, is this simply another cyclical correction, or does it signal a more fundamental reassessment of the sector’s role in investor portfolios?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Economic Data, Interest Rates & Currencies 04.06.2026 11min

  Overnight saw the release of Australia's first quarter GDP numbers while the US' unemployment indicators are set to be released tonight. Hebe Chan, Senior Market Analyst at Vantage Market, dissects these numbers and what it would mean for interest rate decisions by the US Federal Reserve and the Reserve Bank of Australia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Malaysia's Banks : Strong Start, Uncertain H2 03.06.2026 7min

  Malaysia’s banking sector started 2026 on a stronger-than-expected footing, with loan growth picking up, credit demand holding firm, and asset quality remaining stable despite a challenging global backdrop. Raymond Ng, Equity Analyst at Hong Leong Investment Bank unpacks what is driving this sector and what investors can expect.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• US Economic Data Impact On Equities 03.06.2026 12min

  Latest data reveal that US services activity accelerated in May, while employment registered a slight slowdown. Meanwhile, equities on Wall Street have broken a nine-day winning streak but optimism still surrounds tech and AI counters. Tony Nash, CEO of Complete Intelligence discusses these developments and their impact on US interest rates going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• The Inflation Spectre in East Asia 02.06.2026 11min

  How are the major East Asian economies - China, South Korea and Japan - navigating external headwinds? We analyse the latest economic data with Carlos Casanova, Senior Economist at UBP.See omnystudio.com/listener for privacy information.
• War, AI & Markets 28.05.2026 10min

  Overnight, news that the US-Israel war on Iran may see a resolution spurred markets. However, this also comes as central banks turn more hawkish and companies continue to ramp up AI and tech spending. Tim Mulholland, President at TJM Limited, outlines how he thinks investor might position themselves going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Inflation Numbers To Dictate Central Banks' Actions 27.05.2026 11min

  Recent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will dictate central banks' actions in the coming weeks. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• West Asia Uncertainty Still Dictates Market Direction 25.05.2026 10min

  News that there might be a resolution to the US-Israel war on Iran has been dominating market sentiment with the latest (conflicting) updates causing equities to rise and crude oil to fall. Laurent Lequeu, an independent market with the Macro Butler newsletter shares his insights on what sectors to pay attention to.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Consider Opportunities in Asia Tech 24.05.2026 11min

  Asian indices like the Taiwan Index and South Korea's Kospi have rallied on the back of the global AI boom. How attractive is the Asia tech hardware sector for investors? David Chow of Azure Capital weighs in on this and other market trends.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Malaysia's Real Estate Reality Check 21.05.2026 8min

  Malaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two years. But fresh macro data is beginning to paint a more cautious picture. Jessica Low a senior analyst at MBSB Research shares her outlook for this sector, the key risks ahead, and where she still sees value.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Interest Rates Direction vs Economic Data 21.05.2026 11min

  S jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach the highest in about 4½ years. Tim Waterer, Chief Market Analyst at KCM Trade, shares his insights on this would guide the decisions of the US Federal Reserve and the Reserve Bank of Australia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• US Interest Rate Direction & Tech Results 20.05.2026 10min

  Overnight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above expectations. Tony Nash, CEO of Complete Intelligence, joins us to analyse what these developments might signal for markets ahead.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Bond Markets Raise Alarm Over Inflation Risks 19.05.2026 9min

  Global bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What does this mean for the outlook of regional equities? We discuss market trends with Dilin Wu of Pepperstone.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• FX Winners and Losers in Gulf Crisis Fallout 18.05.2026 8min

  Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lower, but our ringgit has managed to maintain strength this year. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence joins us to talk about how currencies in the region will perform in the current quarter.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• US Fed Now Expected to Hike Rates? 18.05.2026 10min

  The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on this as well as what sectors to look at going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Markets Underwhelmed by Trump-Xi Summit 17.05.2026 11min

  Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait of Hormuz blockade ongoing, how should investors position their portfolios? Kingsley Jones of Jevons Global weighs in.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• How Much Further Can Asian Tech Go? 14.05.2026 10min

  Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia Pacific index hovers near record levels, the momentum is dangerously concentrated in a single sector. Aidan Yao of Amundi joins the show to unpack why risk of complacency by investors and whether the AI Memory Supercycle has entered bubble territory.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• S&P Breaks 7500, a Shrinking Fed, and Shanghai’s Surge 14.05.2026 11min

  Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields and surging inflation, Tim Mulholland of TJM Limited joins the show to unpack the exuberance behind the 7,500 milestone and what a Kevin Warsh led Federal Reserve means for your portfolio. We explore the growing concentration risk in the US and why the 11 year high in Shanghai might be the real value play.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• AI vs Non-AI Economy: Tech Is Masking Stagflation Risks? 13.05.2026 13min

  Are soaring tech stocks blinding the market to a structural collapse in the traditional economy?While AI demand creates a high-growth "mirage" in the Nasdaq, the reality at the factory gates is sobering.With US inflation hitting a three-year high and energy prices surging, the global economy is fracturing into two distinct speeds. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, joins the show to reveal why the AI boom is masking a stagflationary landscape and what a Kevin Warsh-led Fed faces ahead.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• How Real is the NACHO Trade? 12.05.2026 12min

  The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally? We discuss the trends to watch with Mich Schneider of Market Gauge.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.