Podkast Nauka govori

BFM Media 9761 - AI Boom vs 5% Yields: How Long Can Wall Street Rally?

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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Epizode

05 окт. 2026

04 окт. 2026

02 окт. 2026

01 окт. 2026

30 сеп. 2026

29 сеп. 2026

28 сеп. 2026

25 сеп. 2026

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21 сеп. 2026

18 сеп. 2026

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14 сеп. 2026

11 сеп. 2026

10 сеп. 2026

09 сеп. 2026

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02 сеп. 2026

01 сеп. 2026

28 авг. 2026

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11 авг. 2026

Podkast Nauka govori

Epizode

AI Boom vs 5% Yields: How Long Can Wall Street Rally?

Stocks Rally as the Bond Market Revolts

The Rally Few Stocks Are Carrying

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

Oil, Yields & the AI Money Machine

Is the Worst Over for China A-Shares?

The Geopolitical Shock That Could Reprice Everything

Will US-China Truce Break After US Midterm Elections?

Oil at $106, AI Debt Strain, & Bond Yield Spikes

Is Higher for Longer Interest Rates Still Bullish For Stocks?

Can Asia Withstand Another Rate-Hike Cycle?

Is the AI Rally Really Back?

Why Aren’t Healthcare Stocks Keeping Up?

Are Markets Too Calm About Higher Rates?

S-REIT Had Good Earnings, But Bad Share Prices

The Fed Hiked Interest Rates, US Stocks Rallied

Fed Rate Hike: Has Kevin Warsh Proven Fed Independence?

The US$11.5 Billion Data Centre Rush

Japan Equities: AI Boom, Bank Earnings and What Comes Next

Can Markets Handle 5% Treasury Yields?

Are Markets Heading for a Stagflation Shock?

Which Risk Bites Equities First? Oil Above $100 Or Rising Yields?

Why REITs Are Delivering But Not Rewarding Investors?

With Oil Spikes, Where Are Markets Really Heading?

Can Malaysia’s Tech Rally Keep Running?

China: Exports, Banks and the Yuan

Can Equities Keep Rising as Rates Climb?

Malaysia’s Data Centre Boom Hits Its Limits

Are Markets Ready for Another Rate Hike?

Oil, Jobs And The Fed's Next Move

Corporate Malaysia Best Quarter Since 2020

Can America Grow Its Way Out of Debt?

Are Bond Markets Becoming the Bigger Risk?

Inside Malaysian Banks' Q2 Earnings

Warsh Puts Rate Hikes Back In Play

The Ringgit's Rally Isn't Really About Malaysia

Warsh's First Jackson Hole, And The Weakening US Dollar

Nvidia Earnings: Has The AI Trade Peaked?

Trade Wars, Bond Buybacks & Jackson Hole

Can Malaysia’s Car Boom Keep Going?

Can Markets Survive Higher Yields?

Walmart Confirms K-Shaped US Economy?

US Treasury Buybacks, Dollar Weakness and Asian Currency Outlook

Tech Sell-off, China Growth & Gold's Rally

What's Moving Markets : Treasuries, Oil & Results

US Stagnation, Central Banks & Gold Breakout

China Consumption, Yuan Strategy & BOJ Policy

Black Sea Attacks Threaten Global Trade

Tame CPI Reading In The US, Will The Fed Cut Interest Rate?

Singapore Banks: Are the Premiums Justified?