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Beware Inflation In 2025

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

26-Dec-24 07:00

Beware Inflation In 2025

US inflation is expected to trend upwards in 2025, but what does that mean for equity markets? Independent market analyst Laurent Lequeu weighs in with the investment strategies to consider.

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim

Presented by: Shazana Mokhtar, Keith Kam


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Categories:  marketseconomyinternationalinvestments

Tags:  market analysisus inflationequity marketsinvestment strategy





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Listen now : Morning Brief with Alvin Tai of Bloomberg Intelligence: CPO prices have surged...

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch with Tim Mulholland of TJM Limited, Chicago

Dovish or hawkish? Over or underweight? Bull or Bear? We speak to local and foreign analysts to find out how the different asset classes and markets react to the latest news, results and even geopolitical events.

7:15 AM

Morning Brief

A recap of global and local headlines in today's papers and portals.

7:30 AM

Morning Brief with Alvin Tai of Bloomberg Intelligence

CPO prices have surged by more than 24% on a year to date basis with futures currently trading at RM4500 per metric ton. We speak to Alvin Tai, Global Agriculture Agriculture Analyst at Bloomberg Intelligence to find out the reasons for the price movements despite a soft Chinese economy which is a key market for palm oil and of course, the outlook for 2025.

7:45 AM

Top Story with Ibrahim Suffian of Merdeka Center

A survey conducted by research house Merdeka Center found that the approval rating for Prime Minister Datuk Seri Anwar Ibrahim increased by four percentage points from last year to 54%. Meanwhile, the approval rating for the Madani government stood at 51%, up from last year's 46%. The study assessed the performance of the Madani administration across eight parameters, including addressing the cost of living, combating corruption, and improving ethnic relations. We’ll be speaking with Ibrahim Suffian, Co-Founder and Programme Director of Merdeka Center, about the findings of the survey and where the unity government can improve.

8:00 AM

Best of the Breakfast Grille - Politics

This year marks 2 years since Prime Minister Dato' Seri Anwar Ibrahim took office. Is the Madani Government living up to expectations? We revisit conversations with key leaders and political figures on the highlights and lowlights of Malaysian politics this year.

8:30 AM

Morning Brief with Professor Datin Paduka Dr Fatimah Mohamed Arshad of the Institute of Agricultural and Food Policy Studies, UPM

Malaysia’s agricultural self-sufficiency came under the spotlight this year given the shortage in locally produced rice. How is the Madani Government responding to the challenges of managing a ballooning food imports bill and ensuring adequate agricultural yield? We discuss this with food security expert Prof. Datin Paduka Fatimah Arshad of Universiti Putra Malaysia.

8:45 AM

Morning Brief Repeat with Ibrahim Suffian of Merdeka Center

We look into local and international news that matters to the public — highlighting the issue or event that sparks the most conversations and debates.

9:00 AM

Opening Bell Repeat of World Market Watch with Tim Mulholland of TJM Limited, Chicago

An update on local and international capital markets, including a look at how Bursa Malaysia begins the trading day. We speak with local and foreign analysts to find out how different asset classes and markets react to the latest news, results, and geopolitical events.

9:15 AM

Opening Bell Repeat of Morning Brief with Alvin Tai of Bloomberg Intelligence

We provide an update on the FBM KLCI, the counters gaining and losing the most value, as well as the listed players that are moving the local bourse the most. We speak with equity analysts for their views on Malaysia’s as well as the regional stock markets.

9:35 AM

What's the Focus

Because it’s Friday, we cap the morning with WTF or What’s the Focus, our round-up show of stories that have dominated the news cycle and/or grabbed our attention. In the mix today, “the country of the year”, why are so many CEOs quitting and why do some many people go nuts over a labubu….

10:05 AM

Open For Business

(REPEAT) Abdul Kareem Hercus, Founder & Managing Director, Neuramatix

11:00 AM

Mattsplained

(REPEAT) Matt Armitage, Founder, Kulturpop.

12:00 PM

Enterprise Explores

(REPEAT) Professor Dr Saras Sarasvathy, Professor, University of Virginia Darden School of Business

1:00 PM

The Breakfast Grille Repeat

2:05 PM

Discovery Hour

Lagu-Lagu Dulu-Dulu: Jimmy Boyle Special; Sean Ghazi & Ida Mariana | Bihzhu

3:05 PM

Live & Learn

(REPEAT) The Healing Power of Film; Angeline Teh, Documentary Filmmaker

4:05 PM

Health & Living

(REPEAT) Doctor in the House: Are Private Hospitals Liable for Medical Negligence?; Dr George Lee, Consultant Urologist; Charlaine Chin, Partner, Raja, Darryl & Loh

5:00 PM

Top 5 at 5 (REPEAT)

6:00 PM

Popcorn Culture

(REPEAT) Deadpool & Wolverine + Perfect Actor/Role Matches

7:00 PM

Just For Kicks

8:00 PM

A Bit of Culture