Uncertainties Remain on Tariffs, Treasuries & Trade

Market Watch

40:34

We’ve turned intuition into a buzzword—flattened it into a slogan, a gut feeling, or a vague whisper we don’t always know how to hear. But what if intuition is so much more? What if it's one of the most powerful tools we have—and we’ve just forgotten how to use it? In this episode, I’m joined by Hrund Gunnsteinsdóttir , Icelandic thought leader, filmmaker, and author of InnSæi: Icelandic Wisdom for Turbulent Times . Hrund has spent over 20 years studying and teaching the science and art of intuition through her TED Talk, Netflix documentary (InnSæi: The Power of Intuition), and global work on leadership, innovation, and inner knowing. Together, we explore what intuition really is (hint: not woo-woo), how to cultivate it in a culture obsessed with logic and overthinking, and why your ability to listen to yourself might be the most essential skill you can develop. In This Episode, We Cover: ✅ Why we’ve misunderstood intuition—and how to reclaim it ✅ Practical ways to strengthen your intuitive muscle ✅ What Icelandic wisdom teaches us about inner knowing ✅ How to use intuition during uncertainty and decision-making ✅ Why trusting yourself is an act of rebellion (and power) Intuition isn’t magic—it’s a deep, internal guidance system that already exists inside you. The question is: are you listening? Connect with Hrund: Website: www.hrundgunnsteinsdottir.com TedTalk: https://www.ted.com/talks/hrund_gunnsteinsdottir_listen_to_your_intuition_it_can_help_you_navigate_the_future?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare Newsletter: https://hrundgunnsteinsdottir.com/blog/ LI: www.linkedin.com/in/hrundgunnsteinsdottir IG: https://www.instagram.com/hrundgunnsteinsdottir/ Book: InnSæi: Icelandic Wisdom for Turbulent Times Related Podcast Episodes: How To Breathe: Breathwork, Intuition and Flow State with Francesca Sipma | 267 VI4P - Know Who You Are (Chapter 4) Gentleness: Cultivating Compassion for Yourself and Others with Courtney Carver | 282 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…

about a year ago 9:04

MP3•Episode home

The past week we have seen tariffs imposed, then delayed, bond yields surging coupled with shifting global alliances. Laurent Lequeu, an independent market analyst & writer of the Macro Butler newsletter shares his observations on the trajectory of current events.

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5716 episodes

#Morning Run

Uncertainties Remain on Tariffs, Treasuries & Trade

Market Watch

published about a year ago

MP3•Episode home

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

5716 episodes

#Morning Run

All episodes

Market Watch

1
Big Beautiful Bill Passed (Narrowly): What's Next? 10:53

3 days ago10:53

10:53

The US Congress has passed a sweeping, multi-trillion dollar tax break package, what Donald Trump calls his "one big beautiful bill", that will add an unprecedented USD5.2 trillion to the US national debt. Shane Oliver, Chief Economist at AMP Capital, breaks down the market reactions thus far including why Moody's had downgraded the US. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Investors Waiting For Fed Rate Cuts 9:57

4 days ago9:57

9:57

President Trump recently met with House Republicans to advocate for the passage of the "One Big Beautiful Bill Act," coinciding with the U.S. Dollar Index slipping below the key 100 level. Tony Nash, CEO of Complete Intelligence, weighs in on what’s driving the decline and how investors should adjust their equity strategies in response to a weaker greenback. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
China Property Sector Stabilising But Not Out Of The Woods 9:38

5 days ago9:38

9:38

There have been signs of renewed interest in the Chinese property bond market as the CRIC China Property USD Bond Index rose about 9% this year. Does this point to a light at the end of the tunnel for China's beleaguered real estate sector? Carlos Casanova weighs in on this and other economic trends. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Trump's Tariffs Beginning To Bite 10:11

6 days ago10:11

10:11

US President Donald Trump's "big, beautiful’ tax bill has passed the House Committee hurdle, retailers like Walmart and Mattel confirm they will be passing on costs to consumers and Moody's has downgraded the US government's credit rating. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management unpacks what these all mean. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Markets Unfazed By Moody's US Downgrade 9:01

7 days ago9:01

9:01

Moody's became the last of three ratings agencies to downgrade US sovereign credit due to concerns over the growing national debt. How might this affect the appetite for US equities? We discuss the outlook with Tim Waterer of KCM Trade. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Cautious Optimism Amid Shifting Economic Indicators 8:13

10 days ago8:13

8:13

Song Seng Wun, Economic Advisor, CGS International Securities reflects on the US PPI data as well as the retail sales data and how this impacts the outlook of the US economy and inflation. We ask him about the Fed Chair Jerome Powell's monetary strategy in light of this data and the US dollar trending during the 90-day pause between US and China. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Opportunism Bounds, Optimism Creeps 9:38

11 days ago9:38

9:38

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank expresses cautious optimism as we express market exuberance over the US-China agreement to lower tariffs for 90 days. Does he share the same level of optimism on the current trade war ceasefire between China and US? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Buy America Back In Play For Markets 10:38

12 days ago10:38

10:38

Global markets rallied after China and the US substantially reduced tariffs for a 90-day period. Is ‘Buy America’ making a comeback or are other global equity markets looking more attractive at the moment? Kelvin Wong of OANDA weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Riding The AI Wave: Caution Or Opportunity? 8:16

13 days ago8:16

8:16

The Donald Trump administration plans to rescind some restrictions on AI chip exports, sending waves of excitement through the market. But is it too soon to cash in on the AI trend, given the reversal isn’t final and investors have faced turbulence this year? For answers, we speak with Royce Tan, Senior Analyst at MIDF Research. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Market Reprieve Doesn't Mean A Return To US Exceptionalism 10:23

13 days ago10:23

10:23

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management reflects on US Markets rejoicing over the outcome of US-China talks in Switzerland, which has seen a roll-back of the triple digit tariffs for 90 days as we ask him if the worst of the trade war is truly behind us Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Tariffs Heighten Recession Risk For Thai Economy 7:34

17 days ago7:34

7:34

Last month, the Bank of Thailand cut its key interest rates to 1.75% and slashed its GDP growth forecast this year to a range of 1.3 - 2%. How do tariffs impact the trajectory for Thailand’s economy in the coming months? Poon Panichpibool, Markets Strategist, Krung Thai Bank weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Fear Is Ebbing In Markets 11:12

17 days ago11:12

11:12

Joseph Sroka, Chief Investment Officer, NovaPoint Capital unpacks how markets have performed amid new trade deals and frameworks announced as US employment data suggests US markets remain robust amid questions on when the Fed will cut rates Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Is Fed Policy Behind The Curve? 12:24

18 days ago12:24

12:24

Fed Chair Jerome Powell signalled a continued wait-and-see approach in determining the interest rate trajectory in light of tariff risks. Tony Nash makes a case for why the Fed shouldn't delay on cutting rates and weighs in on opportunities in the US and other markets. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Defensive Plays To Counter Asian Market Volatility 8:32

19 days ago8:32

8:32

Global markets have been roiled by US tariffs and trade tensions, but are there pockets of resilience in Asian equities to consider? We discuss the outlook for Asian markets with Michael Sun of Eastspring Investments. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Trade Deficit, Asia Currencies: Market Implications 11:44

19 days ago11:44

11:44

The US Federal Reserve is set to make a decision on interest rate soon with a press conference by Chair Jerome Powell to follow. At the same time, the Taiwan dollar and the ringgit have been surging in recent days. Carlos Casanova, Senior Economist at UBP, talks to us about what he is expecting and how current market movements might shape expectations. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Singapore Remains A Resilient Haven 8:35

20 days ago8:35

8:35

With Prime Minister Lawrence Wong receiving a clear mandate in the Singapore elections last week, what impact might this have for Singapore equities? We discuss the outlook for the STI with Vasu Menon of OCBC Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Market Watch

1
Investors Have To Navigate Cross-Currents 10:03

20 days ago10:03

10:03

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us unpack how business sentiment is evolving in the United States as tariff fears are complicated by falling oil prices amid strengthening Asian currencies. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Rough Seas For Asian Shippers 8:02

21 days ago8:02

8:02

The global shipping industry is facing economic fallout not just from skyrocketing US-China tit-for-tat tariffs, but also from new levies on Chinese-built ships calling on US ports. What are the implications of this for Asian shipping players? We discuss the impact with Kenneth Loh of Bloomberg Intelligence. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Markets Rally Amid Tariff Lull 9:12

21 days ago9:12

9:12

US markets have rebounded to post-Liberation Day levels, as investors anticipate breakthroughs in trade negotiations. Is the optimism well-founded, and how might this affect US Fed policy making at the next FOMC meeting this week? Independent market analyst Laurent Lequeue weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Cracks In The US Economy? 9:24

24 days ago9:24

9:24

Does the US GDP contraction in the first quarter of the year, coupled with weaker jobless claims data indicate a looming recession for the world's biggest economy? Tim Mulholland of TJM Limited weighs in on why he's less pessimistic about the US economic outlook. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Cautious Optimism Ahead Of US Data Releases 9:46

26 days ago9:46

9:46

Markets are bracing for key US GDP and inflation data this week, and early signals suggest diverging trends. Visa’s strong results point to steady consumer spending, while Coca-Cola hints at softening demand. Meanwhile, equities and treasuries are rebounding; however, the dollar remains subdued. Looking ahead, jobs and retail data will be crucial. Michele Schneider, Chief Strategist at Market Gauge shares her insights and outlook. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Equity Plays To Consider Amid Trade Tensions 9:57

26 days ago9:57

9:57

The c like other regional indices is trending in the red on a year-to-date basis as a result of global economic uncertainty. How should Malaysian investors position their equity portfolios to best navigate the volatility? We discuss strategy with Jeremy Goh, Head of Research at CGSI Malaysia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Navigating Asia's Volatile Equity Markets 9:18

27 days ago9:18

9:18

Some calm appears to have returned to equity markets worldwide after the whiplash volatility that we saw in early April after Donald Trump announced his Liberation Day reciprocal tariffs (and then backtracked them). Vis Nayar, CIO at Eastspring Investments, shares his insights into how investors are positioning themselves and if Asia still offers pockets of opportunity. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Markets Stabilise But Caution Lingers 9:19

27 days ago9:19

9:19

US equities have clawed back losses following Donald Trump's Liberation Day declaration. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, joins us to unpack what's driving the rebound, whether there's more upside ahead, and which sectors could lead the next rally. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Malaysia's Banking Sector Still Rather Resilient 8:10

28 days ago8:10

8:10

The banking sector has outperformed the broader FBMKLCI this year but with tariff uncertainty and a global economic uncertainty, what is the outlook? Nabil Thoo, analyst, RHB Investment Bank tells us his perspective and also his top buys for the sector. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Global Markets Rebound Unevenly As Investors Seek New Safe Havens 7:46

28 days ago7:46

7:46

Global markets have rebounded despite high tariffs and unresolved trade tensions whilst U.S. stocks continue to rally but look stretched at 20 times earnings. Meanwhile, Japan lags amid weak growth and yen volatility, while Hong Kong's Hang Seng leads gains, boosted by improved liquidity, policy support, and sectoral rotation into technology and financials. Sharing his insights and outlook is Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Uncertainty Clouds The Logistics And Port Sector 7:40

4 weeks ago7:40

7:40

The United States’ steep tariffs on Chinese goods have led to a sharp 30% to 60% drop in China–US container bookings since tariffs took effect, while bookings from other parts of Asia have also declined by 10% to 20%. We ask Lim Sue Lin, Co-Head of Research, Maybank Investment Bank what then is the outlook for the listed port and logistic players. The Breakfast Grille episode with Datuk Ruben Emir Gnanalingam of Westports Holdings Bhd Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Dead Cat Bounce Or Recovery In Sight 9:48

4 weeks ago9:48

9:48

US equity has ended in positive territory three days in a row. We ask Kelvin Wong, Senior Market Analyst, OANDA if there are buying opportunities and if so, is Asia the hot spot and why. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Market Watch

1
Embrace The Velocity 8:30

5 weeks ago8:30

8:30

Markets have been very volatile of late but can an investor take advantage of this? Tony Nash, CEO, Complete Intelligence tells us the best investment strategy to adopt whilst tackling the thorny issue of tarrifs and if the end is near. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Construction Sector Bright Spot in Uncertain Times 6:54

5 weeks ago6:54

6:54

The Kuala Lumpur Construction Index (KLCON) has fallen by 19% on a year to date basis, underperforming the broader FBMKLCI index which is just down 9.5%. We ask Chong Tjen San, Director, CGS International if this actually provides a buying opportunity and if so, what names should we consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Battle For Fed And Future Of Dollar 9:05

5 weeks ago9:05

9:05

With Laurent Lequeu, Independent Market Analyst & Writer of the Macro Butler Newsletter, we unpack a week of high-stakes drama in global markets, starting with President Donald Trump's assurance that Fed Chair Jerome Powell's job is safe—for now. We also discuss whether Trump's policy changes diminish the US dollar's strong fundamentals that make it a safe haven currency. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Investors Scurry For Cover Amid Trump Vs Fed Rhetoric 10:15

5 weeks ago10:15

10:15

Markets tumbled on the back of comments by President Trump attacking Fed Chair Jerome Powell for not cutting interest rates quickly enough. How are investors pricing in the latest round of uncertainty? We get updates from Joe Quinlan of the US Trust-BOA Private Wealth Management. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Equities Dimming In The Land Of The Rising Sun 8:27

5 weeks ago8:27

8:27

The Nikkei 225 is down more than 13% on a year to date basis, after two good consecutive years of outperformance. Andrew Jackson, Head of Equity Strategy, Ortus Advisors tells us what investment strategy to adopt and the buy ideas to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
US Exceptionalism In Question 9:45

5 weeks ago9:45

9:45

US assets from treasuries to the dollar have taken a beating as of late as uncertainties over tariffs cloud investor risk appetite. We ask Song Seng Wun, Economic Advisor, CGS International Securities if there are safe haven assets to seek shelter and if China could provide that option. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Still Overweight On Local Property Sector 8:19

5 weeks ago8:19

8:19

Malaysia’s property sector performed well last year, as indicated by a total transaction value of more than 230 billion ringgit across both halves of 2024. This was the highest annual figure in a decade. Will this strong performance continue into 2025? We get an outlook of the local property sector with Loong Kok Wen, Regional Head of Property, RHB Investment Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
US Corporates Fortunes Driven By The Consumer 9:13

5 weeks ago9:13

9:13

Tim Mulholland, President, TJM Limited, Chicago unpacks the latest US economic data and how the latest results from US corporates tell us the state of the consumer and their propensity to spend more in the coming quarters ahead. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

Market Watch

1
Tariff Flipflop Leads To Policy Uncertainty 9:36

6 weeks ago9:36

9:36

Fed Chair, Jerome Powell's comments caused markets to dive. We explore why with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and how many rate cuts we can expect in 2025. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Market Watch

7 weeks ago8:04