BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Has Inflation Peaked And Will The FED Pivot?

Has Inflation Peaked And Will The FED Pivot?

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank

17-Nov-22 07:00

Has Inflation Peaked And Will The FED Pivot?

While we seem to be at crossroads with softer US CPI and PPI data, retail sales figures have been still rather robust. This has fuelled a market rally in November while the USD continues to weaken with the Bloomberg dollar spot index only up 8.5% from 15%. This may persist as long as the equity market continues to be risk on. Over in China, consumer spending contracted in October, its first decline in four months. Will the Chinese government introduce any measures to boost the retail economy similar to the property sector? For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.

Produced by: Michael Gong

Presented by: Shazana Mokhtar, Wong Shou Ning, Chong Tjen San


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

Categories:  marketseconomy

Tags:  retail economyus cpippichinese economyconsumer spending





Play / Pause

Listen now : Mattsplained: Matt Armitage, Founder, Kulturpop

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

Michele Schneider, Chief Strategist at Market Gauge 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

Jonathan Curtis, Co-Chief Investment Officer, Franklin Equity will be sharing the outlook of US tech stocks.

7:45 AM

Morning Brief

Firdaos Rosli, Chief Economist, Ambank gives us an outlook on Malaysia's economy.

8:00 AM

The Breakfast Grille

Shariman Yusuf Mohamed Zain, CEO of Alam Flora, shares how the company is transforming from a concession-based waste collector into a circular economy and environmental solutions player.

8:30 AM

Morning Brief

Dr. Abdul Rahman Yaacob of Verve Research explains whether the South China Sea Code of Conduct can truly keep the waters safe without resolving territorial disputes.

8:45 AM

Morning Brief

Dato' Dr. Ahmad Farhan Mohd. Sadullah, Vice Chancellor of Universiti Putra Malaysia, shares insights into the the Malaysian rail system.

9:00 AM

Opening Bell

(REPEAT) Michele Schneider, Chief Strategist at Market Gauge 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

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Shariman Yusuf Mohamed Zain, CEO of Alam Flora, shares how the company is transforming from a concession-based waste collector into a circular economy and environmental solutions player.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Front Row

BUKA 2026 uses solo theatre and dance to explore identity, belonging, and emotional truth. We speak with producer Hoe Hui Ting and director Syafiq Syazim to find out more.

3:25 PM

Front Row

The MPO’s 28th season spans Mozart to movies, anime, and Broadway. Resident Conductor Gerard Salonga shares how the orchestra keeps classical music exciting.

4:05 PM

Health & Living

The United States is now encouraging its people to eat more protein and fats, and less carbohydrates. But why is it doing so? And what should you learn from their new guidelines?

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Popcorn Culture

28 Years Later: The Bone Temple + Zombies on Screen

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector

Covering all styles of music from indie, dubstep, folk, soul, electro and everything in between from some of the most exciting artists in the UK.