Matt Orton

Matt Orton, Head of Advisory Solutions at Raymond James, and Qian Wang, Chief Asia Pacific Economist at Vanguard, dive into the market's reaction to Jerome Powell's potential interest rate cuts. They discuss how Asian equities are buoyed by Wall Street's rally, with Japan and South Korea seeing gains. Qian addresses the concerns overshadowing Chinese stocks, including trade tariffs and a looming property crisis, while hinting at the risk of a market bubble. They highlight the impact of U.S. economic policies on investor sentiment across Asia.

In this discussion, Peter McGuire, CEO of XM Australia, shares his expertise on currency dynamics, shedding light on the strength of the US dollar and the potential interventions from Japan regarding the yen. Joining him, Matt Orton, Chief Market Strategist at Raymond James, analyzes the tech market's rally, spurred by AI advancements, while addressing the contrasting yields of US treasuries and Chinese bonds. The conversation also offers insights into investment opportunities in small-cap firms amidst an evolving economic landscape.