Stephen Innes, SPI Asset Management

Stephen Innes, SPI Asset Management

06042023 YM - Stephen Innes

6 April 2023
Market view: OPEC+ oil cut rationale, Outlook of Oil prices, US-China and impact on markets, Thai Baht appreciation and outlook, ChatGPT and impact on investment strategies
What was behind the OPEC+‘s surprise oil cut decision? What’s the impact of Taiwanese President’s visit to the US on markets? And why is the Thai baht appreciating? Michelle Martin investigates with Stephen Innes, Managing Partner, SPI Asset Management.

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30 January 2023
Bigger Picture: Market event risks galore heading into FOMC decision
Stephen Innes, Managing Partner, SPI Asset Management discusses why he's expecting the Fed to cut rates this year, plus how China is moving from a “reopening trade” to an actual “ growth trade”.

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13 January 2023
Market View: US inflation data review, Will Euro continue to strengthen, Is 2023 a bullish year for Gold
Does the latest US inflation data suggest that the action taken by the Feds is working? Is inflation finally coming under control? Meanwhile, what could China’s reopening mean for different segments of the market? The outlook for gold, oil and foreign currencies JPY and RMB are also discussed. Michelle Martin is joined by Stephen Innes, Managing Partner, SPI Asset Management.

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9 November 2022
Bigger Picture: Gridlock rally helps lift US stocks for 3rd day

Stephen Innes, Managing Partner, SPI Asset Management discusses how investors are pricing in a Republican lead, what the surprise acquisition by Binance of FTX means for wider sentiment around risk assets, as well as how China's October inflation reading will play into global economic outlook.

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12 October 2022
Bigger Picture: IMF warns worst is yet to come
Stephen Innes, Managing Partner, SPI Asset Management discusses what it means for markets with the International Monetary Fund warning of a recession being felt by millions next year, and where investors can seek refuge.

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5 August 2022
Bigger Picture: BoE rate hikes, should we expect another in September?
Stephen Innes, Managing Partner, SPI Asset Management discusses Bank of England recent rate hikes, outlook for pound and a preview of US non-farm payrolls.

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5 April 2022
Russia Risks and Inverting Yield Curve Fears
While markets continue to assess the dynamic uncertainties from Russia''s prolonged invasion of Ukraine and its impact on crude oil markets and inflation, should investors be so worried about the US yield curve inverting, and its reputation for being an omen of a future recession? Stephen Innes, Managing Partner at SPI Asset Management, joined us on Prime Time to discuss.

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1 March 2022
Russia's Attack On Ukraine and Implications for Markets, OPEC+'s Meeting, and Currencies
Sanctions levied on Russia for its invasion of Ukraine have led the Ruble to fall to its weakest levels on record, but continue to stoke volatility and nerves for markets. This also happens as OPEC+ prepares for its next ministerial meeting on Wednesday. JP Ong spoke to Stephen Innes, Managing Partner at SPI Asset Management, for how he thinks this may shape markets, crude prices, inflation and currencies.

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1 April 2021
Market View: Lessons from the Archegos Capital Margin Call
The last week of March kicked off with shocking news that a family office named Archegos Capital initiated over 20B USD worth of block sales to desperately meet a margin call. What does this mean with regards to potential financial risks, and what can the average retail investor learn from this debacle? Stephen Innes, Chief Market Strategist at AxiCorp, joined us on Prime Time to discuss.

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12 March 2021
Forex Fridays with AxiCorp's Stephen Innes
Stephen Innes, Chief Market Strategist for AxiCorp, joined us on Forex Fridays to talk about the continued friskiness surrounding US 10Y yields, and how that's impacting forex markets. He also discussed why he's been looking at the Euro more as a funding currency of choice in recent weeks.

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1 February 2021
Market View: The Reddit Retail Frenzy's Impact on Markets in the Last Few Days
An army of retail traders on a Reddit subgroup "wallstreetbets" pushed heavily shorted stocks like GameStop and AMC in an attempt to squeeze out hedge funds with notable short positions, making markets shudder and sending volatility to levels not seen since last year's US elections. And with traders in other countries like Australia and Japan boosting shorted stocks in their markets, could the events of the last few weeks have a long-term impact on global equities? Stephen Innes, Chief Market Strategist for AxiCorp, joined us on Prime Time to share his thoughts.

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19 January 2021
Bigger Picture: M'sia's RM15 billion Covid Aid & Outlook for USD direction
IG Senior Market Strategist, Jingyi Pan speaks to Stephen Innes, Chief Market Strategist, Axi who shares his thoughts on Malaysia's RM15 billion economic aid package, outlook for USD ahead of President-Elect Joe Biden's inauguration, gold levels, and his take on the biggest market risk.

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11 January 2021
Market View: Will Markets Take A Pause on Rising Yields and Valuations?
Monday saw markets ease from the strong start to the New Year, as investors calm down from hopes of more fiscal stimulus from the incoming Biden Administration. And with valuations looking rather high and yield curves starting to steepen, might we see markets take a step back? Stephen Innes, Chief Market Strategist for the Asia-Pacific at AxiCorp, joined us on Prime Time to discuss the shaky start to the new week for markets, and whether the recent tumble in Bitcoin may also be related to that steeper yield curve.

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