BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Durables Up, Dollar Down: Market Moves Explained

Durables Up, Dollar Down: Market Moves Explained

David Dietze, Chief Investment Strategist, Dietze Wealth Management

28-May-25 07:00

Durables Up, Dollar Down: Market Moves Explained

David Dietze, Chief Investment Strategist at Dietze Wealth Management shares his insight on the rising US durable goods orders which could signal solid business investment, although consumer confidence is slipping. Why had markets rallied after Trump delayed EU tariffs and could the Tech and Infrastructure stocks remain strong? Further discussion on the weaker US dollar riding on Fed rate-cut talk, driving interest in non-US assets.

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim

Presented by: Aisalli Ayub, Shazana Mokhtar, Wong Shou Ning


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  economymarketsinternationalgovernmentpoliticscontroversiesinvestments

Tags:  trumptariffsconsumer confidencetechinfrastructurefed rate cutus dollars





Play / Pause

Listen now : Top 5 at 5

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

George Chen, partner and co-chair of the Digital Practice at The Asia on the future of the tech industry.

7:45 AM

Morning Brief

Hafiza Abdul Samath of Women Aid Organization (WAO) discusses teenage pregnancy and what more can be done to support at-risk teens.

8:00 AM

The Breakfast Grille

Jason Fong of Invest Hong Kong discusses the department’s strategy for attracting family offices to the territory.

8:30 AM

Morning Brief

Dr. Amit Ranjan, National University of Singapore gives us an update on Bangladeshi politics.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

Yoann Gueguen & Onno Pfeiffer, Co-founders of Diolko, on building Southeast Asia’s first urban logistics-on-rail system to cut delivery emissions and congestion.

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

Kiranjit Singh, Regional APAC Lead at Ipsos Strategy3, on why Malaysians are redefining “old age” and showing greater optimism about later life.

1:00 PM

The Breakfast Grille Repeat

Jason Fong of Invest Hong Kong discusses the department’s strategy for attracting family offices to the territory.

2:05 PM

Discovery Hour

3:05 PM

Front Row

Award-winning playwright Adriana Nordin Manan's "Wacky Double Bill: Borong & Encyclopedia" explores the wit, warmth, and weirdness of two scenarios: colleagues vying for their boss's approval and a cross-cultural encounter gone wrong. We speak with Adriana and producer/designer Sidhart Joe Dev.

3:20 PM

Front Row

"Fragments of Tuah," a new documentary theatre work, deconstructs the historical figure of Hang Tuah through music, performance, and archival research, exposing gaps and contradictions in the familiar tale. Co-creators Mark Teh and Faiq Syazwan Kuhiri discuss their collaborative process.

4:05 PM

Health & Living

Are MRI machines safe? We explore the unusual death of a man sucked into an MRI machine and how to improve safety.

5:00 PM

Top 5 at 5

6:00 PM

Popcorn Culture

This week we review the latest creepy-child horror film to hit the scene, Zach Cregger’s Weapons, followed by a discussion about the different types of horror movies out there.

7:00 PM

Just For Kicks

8:00 PM

Bar None

Lauren Hoh Ruyi joins us to share her football journey so far and her observations of the women's game here.

9:00 PM

The Selector

Covering all styles of music from indie, dubstep, folk, soul, electro and everything in between.