Market Watch

9780 - AI Spending, Oil Shocks and Market Risks

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.

More episodes

9780 - AI Spending, Oil Shocks and Market Risks

Fri, 30 Oct 2026
9779 - Hyperscaler Bonds: Opportunity or AI Risk?

Thu, 29 Oct 2026
9778 - The Sustainability of AI-powered Gains

Wed, 28 Oct 2026
9777 - Anthropic’s IPO Reignites the AI Debate

Tue, 27 Oct 2026
9776 - AI Jitters and Asia’s Market Sell-Off

Mon, 26 Oct 2026
9775 - What Mag7 Earnings Tell Us About AI Monetisation

Fri, 23 Oct 2026
9774 - AI Spending, Oil Prices and Market Risks

Thu, 22 Oct 2026
9773 - Asia’s Central Banks Face Diverging Pressures

Wed, 21 Oct 2026
9772 - AI Sell-Off Tests Wall Street’s Confidence

Tue, 20 Oct 2026
9771 - Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings

Mon, 19 Oct 2026
9770 - AI Stocks Slide as Inflation Bites

Fri, 16 Oct 2026
9769 - How Bond Traders, Not Central Banks, Are Driving Rates

Thu, 15 Oct 2026
9768 - US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix

Wed, 14 Oct 2026
9767 - Looking Forward To Earnings' Season

Mon, 12 Oct 2026
9766 - Wall Street Rallies Despite Mounting Risks

Mon, 12 Oct 2026
9765 - Can Budget 2027 Keep Investors Confident?

Fri, 09 Oct 2026
9764 - US Stock Markets Make Record Targets, But Its Economy Sees Rising Cracks

Wed, 07 Oct 2026
9763 - Global Diesel Squeeze: Will Emergency Stock Releases Work?

Wed, 07 Oct 2026
9762 - Asia Faces a New Rates Reality

Tue, 06 Oct 2026
9761 - AI Boom vs 5% Yields: How Long Can Wall Street Rally?

Mon, 05 Oct 2026
9760 - Stocks Rally as the Bond Market Revolts

Sun, 04 Oct 2026
9759 - The Rally Few Stocks Are Carrying

Fri, 02 Oct 2026
9758 - US Stocks At Near Record High, At A Time Bond Yield Is Rising

Thu, 01 Oct 2026
9757 - Oil, Yields & the AI Money Machine

Wed, 30 Sep 2026
9756 - Is the Worst Over for China A-Shares?

Tue, 29 Sep 2026
9755 - The Geopolitical Shock That Could Reprice Everything

Mon, 28 Sep 2026
9754 - Will US-China Truce Break After US Midterm Elections?

Mon, 28 Sep 2026
9753 - Oil at $106, AI Debt Strain, & Bond Yield Spikes

Fri, 25 Sep 2026
9752 - Is Higher for Longer Interest Rates Still Bullish For Stocks?

Thu, 24 Sep 2026
9751 - Can Asia Withstand Another Rate-Hike Cycle?

Wed, 23 Sep 2026
9750 - Is the AI Rally Really Back?

Tue, 22 Sep 2026
9749 - Why Aren’t Healthcare Stocks Keeping Up?

Mon, 21 Sep 2026
9748 - Are Markets Too Calm About Higher Rates?

Mon, 21 Sep 2026
9747 - S-REIT Had Good Earnings, But Bad Share Prices

Fri, 18 Sep 2026
9746 - The Fed Hiked Interest Rates, US Stocks Rallied

Fri, 18 Sep 2026
9745 - Fed Rate Hike: Has Kevin Warsh Proven Fed Independence?

Thu, 17 Sep 2026
9744 - The US$11.5 Billion Data Centre Rush

Thu, 17 Sep 2026
9743 - Japan Equities: AI Boom, Bank Earnings and What Comes Next

Tue, 15 Sep 2026
9742 - Can Markets Handle 5% Treasury Yields?

Tue, 15 Sep 2026
9741 - Are Markets Heading for a Stagflation Shock?

Mon, 14 Sep 2026
9740 - Which Risk Bites Equities First? Oil Above $100 Or Rising Yields?

Fri, 11 Sep 2026
9739 - Why REITs Are Delivering But Not Rewarding Investors?

Thu, 10 Sep 2026
9738 - With Oil Spikes, Where Are Markets Really Heading?

Thu, 10 Sep 2026
9737 - Can Malaysia’s Tech Rally Keep Running?

Wed, 09 Sep 2026
9736 - China: Exports, Banks and the Yuan

Wed, 09 Sep 2026
9735 - Can Equities Keep Rising as Rates Climb?

Tue, 08 Sep 2026
9734 - Malaysia’s Data Centre Boom Hits Its Limits

Mon, 07 Sep 2026
9733 - Are Markets Ready for Another Rate Hike?

Mon, 07 Sep 2026
9732 - Oil, Jobs And The Fed's Next Move

Fri, 04 Sep 2026
9731 - Corporate Malaysia Best Quarter Since 2020

Fri, 04 Sep 2026

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