Look At The Cyclicals For The Summer Rally

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management

07-May-24 07:00

Look At The Cyclicals For The Summer Rally

Pause
Embed

With 80% of S&P500 companies reporting numbers better than expected, will earnings till surprise on the upside in coming quarters? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his views whilst weighing in if there are still buying opportunities in Hong Kong and China even after the recent rally.

Image Credit: Shutterstock.com

Produced by: Moh Heng Ying

Presented by: Wong Shou Ning, Shazana Mokhtar, Keith Kam

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

Categories: markets, economy

Tags: summer rally, market cycle, dollar rally, s&p500, hong kong, china,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Act2’s Dash Dhakshinamoorthy on guiding career pivots and helping organisations create their next growth engine.

12:00 PM

Just For Kicks

(REPEAT) The 2025/26 Premier League kicks off with Manchester United hosting Arsenal amid blockbuster signings across the top clubs, as Liverpool reload, City splurge, Chelsea splash out, and Spurs reboot—all covered in this week’s Just For Kicks.

1:00 PM

A Bit of Culture

(REPEAT) Kam, Sharmilla Ganesan and Vernon Adrian Emuang discuss grandma hobbies, poetry making a comeback and Malaysia's cultural metropole on another insightful episode of ABoC!

2:00 PM

Ringgit & Sense

(REPEAT) Fung Mei Lin, Private Business Leader, PwC Malaysia talks about family offices in Malaysia.

2:30 PM

The Property Show

(REPEAT) Mustapha Kamal of Arkitek Mustapha Kamal unpacks the 13MP and whether it contributes to comprehensive urban development.

3:00 PM

Best of The Bigger Picture

(REPEAT) What does skateboarding in front of an abandoned building or under a flyover tell us about urban culture, politics, and class? We speak to the author of Insurgent Play: Social Worlds of Urban Disruption.

4:00 PM

Best of Evening Edition

(REPEAT) We speak to Dato’ Dr Hartini Zainuddin about founding Malaysia’s first 24/7 child crisis centre in Chow Kit.

5:00 PM

BBC World Service

This week’s episode of People Fixing The World explores the innovative technologies revolutionising communication for those with speech and language challenges.

PROGRAMMES