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Market Watch

BFM Media

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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.
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Guggenheim Macro Markets

Guggenheim Investments

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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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Unusual Whales covers financial topics and market news. We help navigate various topics in finance, from options, to equities, and get some of the experts in the field to help you follow the flow. 🐳
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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
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CFA Society Chicago

CFA Society Chicago

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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Market MakeHer Podcast

Jessica Inskip and Jessie DeNuit

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Ready to dive into investing but feeling overwhelmed by financial jargon? Picture yourself learning alongside two friends: one a beginner investor like you and the other a 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast. We ask the questions you are thinking and answer with fun analogies without the financial jargon. We share free tools and resources from your brokerage firm, so you not only know how it works, but how to actually invest. Get ...
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Stocks/Options podcast hosted by an average retail trader, like you! I show all my trades for FREE at https://www.thetagang.com/joonie. No email required, no newsletter, no ads, no pop ups. You literally go to the link and you see all my trades! joonie@thetagang.com https://www.thetagang.com/joonie https://www.twitch.com/realThetaGang
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Cannon Trading Podcast

Cannon Trading Inc.

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Welcome to the Cannon Trading Podcast, where we bring you daily episodes with market updates and periodic deep dives into the world of trading commodity futures and options. Cannon Trading is a commodity futures brokerage established in 1988, and located in Los Angeles, CA. DISCLAIMER: Trading Commodities futures and options involves a substantial risk of loss. The recommendations contained in this podcast are of opinion only and do not guarantee any profits. This podcast is for educational ...
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From the ThinkCritical Podcast team comes CriticalThoughts- a mini-podcast updating you on all things thoughtful and necessary. Released weekdays. Hosted by Joshua Z. Miller, Greg Leung, and Adam Schwalbe.
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Blockbytes

Blockbytes

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Blockbytes Video Podcasts discuss cryptocurrencies, blockchain, and web3 news. Dive head first into series like 'Across The Chains', 'Beyond The Block', 'Quick Flip', 'The Feature by Blockbytes', 'Developers' Corner' and more!
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
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The DeepMacro Data and Markets Podcast explores Big Data, AI, science, and markets. We bring our contacts in the fields of data science, AI research, and new asset classes to talk about cutting-edge issues that are relevant to markets. We also bring the exciting developments in Asia, which do not get the attention they deserve, to a US audience. Hosted by Jeff Young, CEO of DeepMacro.
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Fed Watch is a weekly podcast with Bitcoin Magazine's Podcast Editor CK and Historian/Economist Ansel Lindner of Bitcoinand Markets.com. Ck and Ansel interview the best analysts, traders, and thinks in both Macro economics and Bitcoin as well as give the audience their takes of important news and press conferences in the macro space. This is the perfect podcast to learn about and stay on top of Bitcoin, Macro Economics, and the world at large.
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Many people wonder if the stock market is their only vehicle for investment. Investment advisors are asked this very question but many are only able to offer conventional investment instruments such as mutual funds, index funds, options, etc. However, there are many other ways for people to invest beyond the stock market. Douglas Muir will share his experiences with these investment vehicles and how he was able to increase his profile while minimizing his risk. Family Business Funding (FBF) ...
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With the US reporting surprisingly good job numbers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about what this will mean for the US economy, FOMC rate trajectory and broader implications on foreign currencies particularly the Japanese Yen. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
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Sign up for our daily newsletter with support and resistance levels! Cannon Trading Newsletter Sign up for a demo of our free trading platform E-Futures: E-Futures Demo Got a topic you'd like us to cover? Send us an email with your ideas: info@cannontrading.com Cannon Trading is a commodity futures brokerage established in 1988, and located in Los …
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U.S. Economist Matt Bush and Investment Strategist Maria Giraldo discuss the macro and market implications of the Fed’s decision to cut interest rates. They also provide commentary on the latest issue of Quarterly Macro Themes. Related Content: 3Q24 Quarterly Macro Themes Research spotlight on what’s next. Read Quarterly Macro Themes 3Q24 High Yiel…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Directo…
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Interest Rate Probabilities: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html Why .50 Cut Might Be Bad: https://www.morningstar.co.uk/uk/news/254217/what-if-the-fed-cuts-interest-rates-by-half-a-point.aspx CNN Fear Greed Indicator: https://www.cnn.com/markets/fear-and-greed https://info.tastytrade.com/thetagang thetagang.com/j…
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The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John …
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In the past month, crude palm oil (CPO) prices have appreciated about 10%, bringing it to 4289 ringgit per tonne. We will explore the outlook of the local palm oil sector with Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank whilst also looking at her top picks for the sector. Image Credit: shutterstock.com See omnystudio.com/listene…
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Major banks will kick-off the third quarter earnings season this Friday. What are the trends to watch and are investors back to chasing Big Tech stocks? We get market insights from Tony Nash of Chief Intelligence. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.Por BFM Media
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https://info.tastytrade.com/thetagang thetagang.com/joonie thetagang.com/joonie5k joonie@thetagang.com twitch.com/realThetaGang music: massobeats - daydream tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with THETA GANG (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s brok…
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In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food pr…
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With the U.S. presidential election looming in November, and another round of rate cuts by the Fed expected, how might these factors affect fixed income markets? Jesse Liew, Chief Investment Officer, Asean Fixed Income of Principal discusses these issues with us. This Market Outlook is brought to you by Principal. See omnystudio.com/listener for pr…
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China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late. Image Credit: shutterstock.com See omnystudio.…
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The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why. Image Credit: shutterstock.com …
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Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season.…
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Until very recently, the best performing market in Asean was Malaysia till Philippines stole that title with the PSEi index up by 16% on a year to date basis compared to the FBMKLCI’s return of 12%. We check in with Imran Yusof, Head of Research, MIDF as to whether there is still upside to the Malaysian equity market, what investment strategy to ad…
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"Prosseguindo com nosso tour pelos mercados futuros, hoje começo pelas Ten Years US Treasury Notes, negociadas na plataforma eletrônica da Globex da CME. Outro mercado gigantesco é o de índices futuros de ações." Texto: Ivan Sant'Anna | Narração: José Inácio Pilar Conheça mais conteúdos de Ivan Sant'Anna e da Inv CLICANDO AQUI!…
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[This episode was originally recorded on July 05, 2024, before Biden dropped out of the Presidential Election Race. We examined historical data, facts, and statistics of what happens to the stock market when there is a Republican vs Democrat as President of the U.S.] During election years, the stock market tends to experience increased volatility d…
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https://info.tastytrade.com/thetagang thetagang.com/joonie thetagang.com/joonie5k joonie@thetagang.com twitch.com/realThetaGang music: massobeats - daydream tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with THETA GANG (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s brok…
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The Yen fell sharply this week after newly appointed Prime Minister Shigeru Ishiba said Japan is not ready for additional rate hikes. Should investors rethink Japanese markets in light of political and policy uncertainty? Tim Mulholland of TJM Limited gives his views on why he's still optimistic on Japanese equities and other trends in global marke…
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The FBMKLCI and even the Ringgit have done rather well this year, but can this momentum be sustained into the final quarter of 2024? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank for his outlook for Malaysian equities in Q4. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
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Shigeru Ishiba was sworn in as Japan's new Prime Minister this week. What are his likely economic priorities and how will this factor into the Bank of Japan's monetary policy direction? We discuss this and other forces moving markets with Vishnu Varathan of Mizuho Bank. Image Credit: さかおり / Wikimedia commons See omnystudio.com/listener for privacy …
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In today's special episode, we talk about the recently published Q4 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host. Agenda: Macro Equities (06.45) Bonds (14.45) Forex (24.16) Commodities (32.16…
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The Chinese equity market has been on a tear with the CSI 300 Index soaring about 8.5% in a single day, driven by a significant stimulus package from the People's Bank of China. Yu Junqiang, Acting Head of Equities, Hong Leong Asset Management tells us what investment strategy to adopt and what sectors to pay attention to in light of this. Image Cr…
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Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and…
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September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally. Image Credit: shutterstock.com See omnystudi…
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Sign up for our daily newsletter with support and resistance levels! Cannon Trading Newsletter Sign up for a demo of our free trading platform E-Futures: E-Futures Demo Got a topic you'd like us to cover? Send us an email with your ideas: info@cannontrading.com Cannon Trading is a commodity futures brokerage established in 1988, and located in Los …
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Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for. Image Credit: shutterstock.com See om…
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Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market directio…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, PCE Inflation report, government debt, China, and the equities market. Speakers: Brian Pietrangelo, Managing Director of I…
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"Em vez de prognosticar o rumo do valor do real contra o dólar nos próximos anos, o melhor é ver o que o mercado está nos mostrando." Texto: Ivan Sant'Anna | Narração: José Inácio Pilar Conheça mais conteúdos de Ivan Sant'Anna e da Inv CLICANDO AQUI!Por Os Mercadores da Noite
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It's time to give your money a job, but if you can't decide on a company, you can start with a sector. GICS stands for the Global Industry Classification Standard and they set the classifications for the 11 sectors. 2 Types of Sectors: Cyclical sectors are sensitive to economic conditions. They do well when the economy is growing but can struggle d…
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September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s mo…
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China announced a monetary policy stimulus package this week, coupled with the promise of stronger policy support. Are the latest measures sufficient to deal with the deflationary pressures and the beleaguered property sector? Song Seng Wun of CGS International Securities weighs in. Image Credit: shutterstock.com See omnystudio.com/listener for pri…
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The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more. Image Credit: shutterstock.com See omnystudio.com/listene…
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The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst…
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Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yay! This was enough of a shock that we reached out to the Electirc Power Supply Association (EPSA) to ask them to explain what is going on. Rich Excell CFA, CMT was join…
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Unusual Whales Pod Ep. 43: GLP-1 Therapies for Obesity and Overall Health, Sponsored by Tema $HRTS ETF This episode of the Unusual Whales Pod was recorded Live on September 24th, 2024. Our host is joined by the CEO and CIO of Tema ETFs Maurits Pot and Yuri Khodjamirian, as well as medical and Biopharma experts to discuss the health landscape in reg…
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In this episode of the Saxo Market Call, host Søren Otto is joined by Chief Macro Strategist John J. Hardy and Chief Investment Strategist Peter Garnry to break down the latest FOMC rate cut. We dive into market performance, dissect the immediate market reactions, and explore how this rate cut could shape the future of the rate cycle, especially wi…
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Malaysian Real Estate Investment Trusts have recorded a 7% year-to-date rise on the Bursa Malaysia REIT Index in 2024. Jessica Low, a senior analyst at MIDF Research, provides her insights into the outlook for these asset classes and whether or not the current positive momentum still has legs. Image Credit: shutterstock.com See omnystudio.com/liste…
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While many analysts are bullish on the US economy achieving a soft landing, independent market analyst Laurent Lequeu is less sanguine about the the outlook. He weighs in on projected trends for the US economy, as well as the potential effects of the PBOC's monetary policy stimulus on Chinese equities. Image Credit: Shutterstock.com See omnystudio.…
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https://info.tastytrade.com/thetagang thetagang.com/joonie thetagang.com/joonie5k joonie@thetagang.com twitch.com/realThetaGang music: massobeats - daydream tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with THETA GANG (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s brok…
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Does the 50 basis point rate cut by the US Federal Reserve still signal a healthy US economy? We get reactions from Joe Quinlan of the US Trust-BOA Private Wealth Management on the likelihood of a soft landing and headwinds that could derail these projections. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
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Last week was a historic one for Wall Street, as the Fed delivered a super-sized rate cut and all three indices are now near record levels. What are the key economic indicators to watch for signals on the health of the US economy and how might other central banks pivot in response to the Fed's easing cycle? We discuss market trends with Kingsley Jo…
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Malaysia has experienced weaker consumer confidence in the first half of this year, driven by the boycott movement and the rising cost of living. With the recent strengthening of the Ringgit and interest rate cut by the US, could this help boost sentiment and stimulate consumption in our country? Syifaa' Mahsuri Ismail, Equity Analyst at Hong Leong…
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