BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Tariffs, Currencies And Market Signals

Tariffs, Currencies And Market Signals

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

27-May-25 07:00

Tariffs, Currencies And Market Signals

Joe Quinlan, Chief Market Strategist from the US Trust-BOA Private Wealth Management shares his insights on the Trump Administration delaying the 50% tariffs on Europe to July, battered sectors like luxury goods and autos could offer bargain opportunities if sentiment turns. Meanwhile, the US dollar’s rebound has fizzled, boosting emerging markets. A stronger yuan and improving policy clarity in China are lifting ASEAN equities particularly in infrastructure, financials, and tech-driven growth sectors.

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim

Presented by: Aisalli Ayub, Keith Kam, Shazana Mokhtar


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

Categories:  marketseconomygovernmentinternationalpoliticscontroversiesinvestments

Tags:  trumptariffseuropeluxury goodsautochina yuanasean equitiesus trust-boa





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) We discuss how AI is shaping information, engagement, and credibility in the digital age with Kiron Kesav, Chief Strategy Officer, PHD APAC at OMG Malaysia.

12:00 PM

Popcorn Culture

(REPEAT) We review Zootopia 2 and then ask: What (or who) are your favourite on-screen animal characters?

1:00 PM

Cruise Control

(REPEAT) We talk about Perodua's new EV, the QV-E and the conversations surrounding it. Daniel also shares his thoughts on the recently launched luxury sedan from JAC, the Maestro S800.

2:00 PM

Matt-Splained

(REPEAT) We look at the benefits of pressure washing your brain, Matt’s morbid curiosity and Richard’s misconceptions about horror fans.

3:00 PM

Earth Matters

(REPEAT) We speak to Meenakshi Raman about what COP30 in Belém achieved, what fell short, and what the outcomes mean for global climate action.

4:00 PM

Bar None

(REPEAT) We look ahead to the upcoming SEA Games and Malaysia's chances in the tournament.

5:00 PM

BBC World Service

What kinds of food and drink help people keep warm while living in extreme cold? The Food Chain explores.