17 December 2024
Market View: Will US dollar strength continue? 
The US dollar has remained resilient, rallying 7% since October 2024, buoyed by expectations surrounding Trump's economic policies and their influence on the Fed's monetary stance. The greenback is demonstrating renewed strength against most foreign currencies, with the USD index nearing 2023 highs.
Yeap Junrong, Market Strategist at forex provider IG joins us to share his insights into historical seasonal patterns, the impact of a potential Fed rate cut, and the outlook for key currency pairs, including USD/JPY and USD/SGD.

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12 November 2024
Market View: USD hits 4-month high. How much more can it soar? 
The US dollar is soaring amid strong momentum to the upside following Donald Trump’s US election win.
What does this mean for the USD / JPY pair and the carry trade? How will a strong dollar and impending tariffs impact the Chinese markets? How does the USD pair with the Singapore dollar in the current market conditions?
Yeap Junrong, Market Strategist at IG, weighs in with his views on the greenback.

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8 November 2024
Bigger Picture: S'pore banks beat expectations in Q3
Yeap Junrong, Market Strategist, IG discusses how Singapore banks continue to surprise in a positive way, with earnings delivering its usual beat of consensus forecasts. He shares how the earnings resilience displayed among the banks should translate to ongoing traction for their share prices ahead.
Produced/Presented: Ryan Huang

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4 November 2024
Market View: Dollar slides in Asia ahead of US election showdown
With the US election and Fed meeting on the horizon, there is a noticeable shift in investor sentiment across Asian markets. Key movements in currencies hint at regional resilience amid global uncertainties as the dollar weakened ahead of the outcome of the U.S. presidential election this week.
However, the Malaysian ringgit has seen its move to the upside halted, closing in October lower by 5.8 per cent against the US dollar, which is its biggest monthly drop in about eight years.
What can investors expect in the days ahead?
Yeap Junrong, Market Strategist at trading platform IG, shares his insights.

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28 October 2024
Market View: Trump vs Harris. Who's better for the markets?
The US presidential election is just a week away.
A win for either side will significantly change what happens in the world, including market movements. What would a Kamala Harris or Donald Trump victory mean for the US stock market and global markets?
Yeap Junrong, Market Strategist at IG, looks ahead to the possibilities, the various permutations of the results and the impact on the S&P 500, Chinese Markets and Emerging markets.

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25 October 2024
Market View: How elections can shake up the currency markets
Japan goes to the polls on October 27. In the US, Americans will vote on their next president in a couple of weeks.
How will elections impact both the USD and the Japanese Yen? What is the effect on the Sing dollar against these major currencies?
Yeap Junrong, Market Strategist at IG, shares his insights.

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18 October 2024
Market View: Movements shaping commodities and currencies markets this week
Hong Kong and Shanghai soared Friday (Oct 18) to lead gains across most Asian markets after Chinese growth beat forecasts and officials flagged fresh measures to boost the world's number two economy.
Markets this week are riding on a wave of optimism following announcements from various other central banks and stimulus measures.
How have these developments impacted the commodities markets? Yeap Junrong, Market Strategist at IG, shares more on gold, silver and oil commodities, and an update on  currencies including the SGD / JPY currency pair, which has caught his attention.

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7 October 2024
Market View: The Yen weakens further. How is it faring against the USD and SGD?
Japan's currency hits a two-month low amid geopolitical tensions and strong employment figures from the United States. How is the Yen faring against the USD and the SGD?
Yeap Junrong, Market Strategist at IG explains this to us as well as his thesis for a trade idea.

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23 September 2024
Market View: SGD/MYR - Should you take a long or short position?
Malaysia's ringgit is set for a blockbuster quarter in what could be its best since January 1973. It rose more than 12 per cent against the US so far this quarter and if the trend continues, the currency could become the best-performing emerging market currency. It is also up about 6 per cent against the Singapore dollar.
In the light of this development, Yeap Junrong, Market Strategist from online trading provider IG, shares his analysis and a trade idea.

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26 August 2024
Market View: Trading the SGD / USD forex pair
The Singapore dollar has advanced to its strongest in almost a decade. Last week, it hit levels against the US dollar that were last seen in 2014.
Yeap Junrong, Market Strategist from IG explains the drivers behind the strong Singdollar and shares technical analysis including tips on Take Profit (T/P) and Stop Loss (S/L) levels.

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23 August 2024
Market View: Looking ahead to the Jackson Hole meeting
Front and Centre in the markets this week was a slew of macro-economic data in various parts of the world, and of course, the much awaited Jackson Hole speech from Fed Chair Jerome Powell.
Yeap Junrong, Market Strategist at IG, shares his thoughts, as well as what he is looking forward to in the week ahead.

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16 July 2024
Market View: The Ringgit gains to become the best performing Asian currency
The ringgit climbed to its highest in six months against the US Dollar and the Singapore Dollar, to become the best performing major Asian currency last week.
The Malaysian stock market also has been on a winning streak.
Is the improvement in both the Malaysian currency and their stock market related?
So how much more expensive is it for us to visit Malaysia now?
How do you trade the Ringgit?
Yeap Junrong, Market Strategist from IG, shares his analysis and how to trade this currency pair.

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5 July 2024
Bigger Picture: Market impact of Labour party's landslide victory
Yeap Junrong, Market Strategist, IG discusses how the opposition Labour Party's win in the UK General Elections to return to power after 14 years will steer the British Pound, and how its policies are likely to affect the economy.
Produced/Presented: Ryan Huang

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3 July 2024
Market View: Brewing up a profit
We drink it... we love it… now let's trade it.
Sean Cheong and Yeap Jun Rong, Market Strategist at IG, discuss how to trade coffee futures, in the light of global rising coffee prices.

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18 June 2024
Market View: Will Malaysia's ringgit continue to rise?
As any Singaporean crossing the Causeway recently may have noticed, Malaysia's currency has jumped quite a bit against the Singapore dollar lately. The ringgit hit an all-time low of 3.57 against the Singapore dollar earlier in February, but it has since improved. Can the ringgit's rebound continue? Sean Cheong speaks with Yeap Jun Rong, Market Strategist at IG, to discuss this.

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30 May 2024
Market View: Unpacking the STI Breakout
Yeap Jun Rong, Market Strategist at IG, unpacks the current breakout on the STI with Sean Cheong.

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13 May 2024
Market View: The Week Ahead
Yeap Jun Rong, Market Strategist from IG, joins Sean Cheong to share a trade idea to kick off the week.
This podcast is presented and produced by Sean Cheong (seancheong@sph.com.sg)
Do contact him for financial topics.

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8 May 2024
Bigger Pic: UOB Q1 net profit drops 1.6%
Yeap Junrong, Market Strategist, IG, discusses how gains in wealth and card fees helped offset a slight drop in lending income for UOB, and how resilient the bank's margins will be in the coming quarters.
Produced/Presented: Ryan Huang

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1 April 2024
Bigger Picture: What's needed to keep the Q1 party for stocks going?
Yeap Junrong, Market Strategist, IG discusses the record highs hit by US equities in Q1 and what sort of jobs data this week will be needed in order to keep the momentum going. He also discusses what to take away from the latest reading on China's manufacturing PMI, which expanded for the first time in six months.
Presented: Ryan Huang
Edited: Audrey Siek

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18 March 2024
Bigger Picture: BOJ set to end negative interest rate policy this week
Yeap Junrong, Market Strategist, IG, discusses de-risking trends among investors in the tech sector; FOMC meeting expectations; the possibility of BOJ ending its negative interest rate policy this week; outlook for the yen and USD in the coming days/weeks;
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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7 February 2024
Bigger Picture: DBS Q4 profit up 2% before one-off items
Yeap Junrong, Market Strategist, IG highlights the bright spots for DBS including a 1-for-10 bonus share issue as well as a increased dividend payout.
Presenter: Sean Cheong

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15 January 2024
Bigger Picture: Will China's Q4 GDP data inspire or disappoint?
Yeap Junrong, Market Strategist, IG, discusses the unexpected drop in US PPI numbers last week and its potential impact on Fed rate cut expectations; early Q4 earnings results for major US banks as well as companies / sectors to look out for this week; expectations for US retail sales and China Q4 GDP numbers; and whether the Bitcoin ETF optimism is evaporating as the price of the cryptocurrency drops below US$42,000.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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8 December 2023
Bigger Picture: Why is there an inverse relationship between the oil and equities markets?
Yeap Junrong, Market Strategist, IG, discusses expectations for upcoming U.S. non-farm payroll data; the outlook for gold, which is trending higher; the bifurcation of the oil and the equities market; and other key indicators to look out for next week.
Presented by Sean Cheong
This podcast is produced and edited by Emaad Akhtar (eakhtar@sph.com.sg)

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20 November 2023
Bigger Picture: Nvidia earnings a potential catalyst for markets
Yeap Junrong, Market Strategist, IG, discusses how Nvidia's earnings are likely to steer market sentiment for the week ahead, along side the FOMC meeting minutes from November.

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10 November 2023
Bigger Picture: OCBC Q3 profit rises 21.4% to S$1.8 billion
Yeap Junrong, Market Strategist, IG discusses how OCBC's third quarter was supported by record growth in net interest income and higher non-interest income. He shares how much momentum loans growth will see against OCBC's outlook that :macroeconomic conditions are expected to be clouded by growing uncertainties from inflationary risks, tightening monetary policies and heightened geopolitical risks."

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26 October 2023
Bigger Picture: Did UOB's 3Q financials match market expectations?
Yeap Jun Rong, Markets Analyst, IG Asia, reviews UOB's third-quarter earnings results, including whether the financials were aligned with market expectations. He also weighs in on whether banks will continue to set aside allowances as global economic uncertainty continues; marginally downward trends in net interest margins; whether UOB should be worried about exposure to China; and how attractive UOB stock is given current share price trends.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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2 May 2023
Bigger Picture: DBS Q1 net profit rises 43%
Yeap Junrong, Market Strategist, IG, discusses DBS's guidance that Net Interest Margins have peaked in the first quarter and will gradually moderate, and how much of an impact ABSD hikes will have on the loan book.

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21 March 2023
Bigger Picture: Credit Suisse AT1 bonds write off means for banking sector
Yeap Junrong, Market Strategist, IG discusses the implications of the precedent set by regulators who chose to allow Credit Suisse Additional Tier 1 Bondholders to have their investments written off, while paying out shareholders.

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14 January 2023
Bigger Picture: DBS Q4 net profit up 69%, announces special dividend
Yeap Junrong, Market Strategist, IG discusses if the upside in Net Interest Margins has already been priced in, with DBS guiding for peak NIMs of 2.25% (from current levels of 2.05%), alongside a warning of potential downside risk from outflows to Treasury bills, a stronger Singapore dollar and higher treasury market funding costs.

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27 January 2023
Bigger Picture: US Q4 GDP reflects warning signs
Yeap Junrong, Market Strategist, IG, discusses the mixed data around the US economy as consumers appear to cut back, which is also reflected in the earnings reports from Visa, Mastercard and Intel.

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19 January 2023
Bigger Picture: Microsoft to cut 10,000 jobs, intensifying tech layoffs
Yeap Junrong, Market Strategist, IG discusses how much more pain is expected for the technology sector or if the worst if over, and also what to takeaway from some signs of the latest inflation and retail sales figures easing.

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20 December 2022
Money and Me: Influence of EU's natural gas cap on market prices, Can China save oil markets, Is Gold still a good hedge against inflation
The European Union has agreed to limit natural gas prices in an effort to combat the energy crisis. But this begs the question, how might this policy have an impact on Europe's ability to attract gas supplies in price-competitive global markets and its overall energy security?
Find out with Zia-ul Raushan and Dan Koh as they speak to Yeap Jun Rong, Market Strategist, IG about the influence of EU's “dynamic” cap on natural gas on market prices, and his outlook for oil and gold prices moving into 2023.

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22 July 2022
Market View: Can the airline sector cope? European Central Bank's jumbo rate hike, Snap, Barbie, Didi
With United Airline's 2nd quarter, record-high earnings being unable to stop its shares from plummeting due to high costs, what does this mean for the airline sector now? Are Asian carriers coping better than Western carriers? Also, what does the European Central Bank's latest big rate hike mean for EU, US and other equities? Why have Snap shares plunged overnight and what does this signal further trouble ahead for social media companies? Michelle Martin talks to Yeap Jun Rong, Market Strategist, IG to answer these burning questions and more.

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20 July 2022
Market View: MAS S$7.4 billion loss, Didi Global US$1 billion fine, China's loan prime rate, US earnings season
With the Monetary Authority of Singapore recording a loss of S$7.4 billion for FY2021/22, what does this suggest about how core inflation is evolving in the country? And is China's latest move to fine Didi Global more than US$1 billion before wrapping up a year-long probe into the ride-hailing giant a light to the end of the tech crackdown tunnel? Melissa Hyak asks Yeap Jun Rong, Market Strategist, IG.

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19 July 2022
Market View: Bank Indonesia sells government bond holdings, AAPL, China's liquidity injection, Brent Crude Oil
With Bank Indonesia having sold 390 billion rupiah worth of government bond holdings in the secondary market, what can we expect from the pace of increase in rate hike in the near term? And given Apple's plans to limit their expenditures and job growth at some of its divisions, what does this suggest about the outlook of the upcoming tech earnings season? Melissa Hyak and Yeap Jun Rong, Market Strategist, IG find out more.

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18 July 2022
Market View: SGD bond issuance volume remains resilient, New Zealand inflation accelerates, EURUSD outlook
What's fuelling the demand in Singapore dollar-denominated bond issuances despite the challenging macroeconomic environment of inflation and tightening monetary policy? And how much more downside is there to the EURUSD after making headlines for hitting parity for the first time in two decades? Melissa Hyak investigates with Yeap Jun Rong, Market Strategist, IG.

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25 February 2022
Weekly Wrap Up: Implications of Russian-Ukraine crisis on prices in Singapore
On Thursday, Russian President Vladimir Putin launched a full-scale invasion of Ukraine, killing dozens and forcing hundreds to flee for their lives in the pro-Western neighbour. This had led to Western governments retaliating with sanctions on the likes of those in Russia's defence, banking and financial sector. Yeap Jun Rong, Market Strategist, IG shares some of the potential implications for Singapore and investors and how the spike in commodity prices would impact Singapore’s economic growth.

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16 February 2022
Bigger Picture: UOB reports 48% profit surge in Q4
In UOB's fourth quarter earnings, it reported a net profit growth of 48 per cent from the previous year on higher net interest income (NII) on the back of strong loan growth. Yeap Junrong, Market Strategist, IG tells us how they have managed to improve from the previous quarter, some potential headwinds to expect, and his opinions on current banks valuations trading at near record highs,

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14 February 2022
Market View: DBS, StarHub, Thomson Medical, First REIT, Olam, Russia-Ukraine tensions, Federal Reserve debate
Michelle Martin is joined by Yeap Jun Rong, Market Strategist, IG to digest the latest in corporate earnings here in Singapore, plus what the Olam demerger may mean for shareholders and why the STI is outperforming its peers. They then discuss the latest in the Russia-Ukraine tensions, a lookahead to markets for the week, debates over the Feds' move to hike interest rates and thoughts on the US earnings season so far.

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3 November 2021
Bigger Picture: UOB & OCBC 3Q net profit beats expectations
Yeap Jun Rong, Market Strategist, IG, discusses how further declines in provision for loan losses and lower credit costs helped boost earnings for OCBC and UOB, and how attractive bank stock valuations are after a strong run this year.

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