BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Markets Positive On Soft Landing Scenario

Markets Positive On Soft Landing Scenario

Jack Kouzi, Director for Strategy, VFS Group

13-Dec-23 07:00

Markets Positive On Soft Landing Scenario

US markets are rallying on the likelihood of a ‘Goldilocks’ scenario: one where there is economic growth without recession, coupled with Fed rate cuts next year due to falling inflation. Jack Kouzi of VFS Group weighs in on whether this is a realistic projection, as well as the outlook for Chinese equities against the backdrop of a softening economy.

Image credit: Shutterstock.com

Produced by: Mike Gong

Presented by: Shazana Mokhtar, Keith Kam, Anwar Mahbob


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

Categories:  marketseconomy

Tags:  usa marketsshein ipogoogle epic lawsuitmarket watch





Play / Pause

Listen now : A Bit of Culture: (REPEAT) Kam Raslan and his two guests, Michael...

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

Tim Waterer, Chief Market Analyst, KCM Trade 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

Alvin Tai, Analyst, Bloomberg Intelligence, on the outlook for palm planters in 2026 amid declining 2025 prices and high inventories.

7:45 AM

Morning Brief

Bunn Nagara, Director and Senior Fellow at the Renaissance Strategic Research Institute and Honorary Fellow at the Perak Academy, on what is at stake in the Thailand-Cambodia conflict.

8:00 AM

The Breakfast Grille

Dr Prashanth Parameswaran, Fellow at the Institute for Indo-Pacific Security and founder of the ASEAN Wonk newsletter, on 2025’s geopolitical trends and what to expect in 2026 amid ongoing global conflicts.

8:30 AM

Morning Brief

Michael Liew, Secretary-General, Malaysia Retail Chain Association gives us an outlook for the retail sector in 2026.

8:45 AM

Morning Brief

(REPEAT) Bunn Nagara, Director and Senior Fellow at the Renaissance Strategic Research Institute and Honorary Fellow at the Perak Academy, on what is at stake in the Thailand-Cambodia conflict.

9:00 AM

Opening Bell

(REPEAT) Tim Waterer, Chief Market Analyst, KCM Trade 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

Pinnacle Perspectives

Ng Zhu Hann, Founder and CEO of Tradeview Capital, recaps pivotal market movements in 2025, and outlook for 2026.

10:05 AM

Open For Business

11:05 AM

P&L

1:00 PM

The Breakfast Grille Repeat

Dr Prashanth Parameswaran, Fellow at the Institute for Indo-Pacific Security and founder of the ASEAN Wonk newsletter, on 2025’s geopolitical trends and what to expect in 2026 amid ongoing global conflicts.

2:05 PM

Discovery Hour

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

3:05 PM

Earth Matters

In this ‘Best of 2025’ replay, we hear from Gerimis Art’s co-founder Wendi Sia, to discover more about the Mah Meri’s bunga moyang, or ancestral spirit flowers, that reflect a way of life in harmony with nature.

4:05 PM

Health & Living

In this ‘Best of 2025’ replay, we speak to Narcotics Anonymous Malaysia about how they help people with drug addiction.

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

Today I Learned

7:00 PM

Just For Kicks

The pundits review Matchweek 17 of the English Premier League.

8:00 PM

A Bit of Culture

(REPEAT) Kam Raslan and his two guests, Michael Gong and Ahmad Yazid to talk about the appeal of action sports, the joy of missing out and what was it like growing up back then.