BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Time For Rotation In US Markets

Time For Rotation In US Markets

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter

18-Feb-25 07:00

Time For Rotation In US Markets

With the possibility of stagflation in the US, what asset classes will outperform? Laurent Lequeu, Independent Market Analyst & Writer of The Macro Butler Newsletter tells us his answers whilst we try to understand why the German and French equity markets are rallying despite their weak domestic economies.

Image Credit: Shutterstock.com

Produced by: Natalie Tan

Presented by: Shazana Mokhtar, Wong Shou Ning, Philip See


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

Categories:  marketseconomyinternationalinvestments

Tags:  german marketsfrench marketsequity marketsinvestment strategystagflationasset classus economy





Play / Pause

Listen now : Best of Enterprise: (REPEAT) Mimrah Mahmood, VP of Enterprise APAC at Meltwater,...

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) Mimrah Mahmood, VP of Enterprise APAC at Meltwater, joins BFM to unpack their Digital 2026 Global Overview Report.

12:00 PM

Just For Kicks

(REPEAT) It's the FA Cup weekend, and so we look forward to the matches in the 3rd round.

1:00 PM

A Bit of Culture

(REPEAT) Dhanya Nair and Sudais Ferhard join Kam Raslan as they talk about protecting your peace, disaster paranoia and movies that are now unbearable!

2:00 PM

Ringgit & Sense

(REPEAT) Terence Ng, Associate Director of Equities at AIIMAN Asset Management, on the stock-picking strategies and overcoming common investor mindsets.

2:30 PM

The Property Show

(REPEAT) Dr Chua Yangliang, Head of Research and Consultancy for Southeast Asia at JLL, and Jamie Tan, Managing Director and Head of Valuation and Risk Advisory at JLL Malaysia, discusses the outlook for Malaysia's property market in 2026.

3:00 PM

Best of The Bigger Picture

(REPEAT) We speak to Dr Jeyakumar Devaraj about his new book, Notes on the Way Forward, which takes a sharp look at the structural failures of capitalism and how we can build a better world for everybody.

4:00 PM

Best of Evening Edition

(REPEAT) With TIME Magazine voting AI as their 'Person of the Year' of 2025, we discuss whether the past year has been a turning point for AI, and what 2026 will bring in terms of technological, economical and ethical breakthroughs.

5:00 PM

BBC World Service

BFM presents the BBC World Service, which provides in-depth coverage of issues from around the world.