Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
Global Diesel Squeeze: Will Emergency Stock Releases Work?
Faced with severe supply disruptions across the Middle East and Russia, G7 nations have agreed to release 100 million barrels of crude and diesel reserves. But is this enough? Zameer Yusuf, Lead Analyst for Clean Products at Kpler, joins The Morning Run to break down the global diesel crunch.
He dives into the impact of the G7 intervention, how trade rerouting could push up pump prices in Asia, and why a populist US export ban would backfire on American refineries and consumers alike.
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6 Oct 2026
Asia Faces a New Rates Reality
Weak US jobs data has reduced expectations of another immediate Federal Reserve rate hike, yet long-term Treasury yields remain close to multi-decade highs, creating a difficult backdrop for markets across Asia. Investors are also weighing possible further tightening in Japan and India, continued efforts to revive China’s economy, and whether the extraordinary rally in South Korean equities can continue. Are Asian markets adjusting to a world where borrowing costs remain structurally higher even if the Fed pauses?
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5 Oct 2026
AI Boom vs 5% Yields: How Long Can Wall Street Rally?
Wall Street reached fresh heights as the Nasdaq hit a new record, yet beneath the surface, investors are navigating rising US Treasury yields, stubborn diesel fuel supply constraints, and sovereign debt jitters across Europe. Joe Quinlan, Chief Market Strategist at US Trust - Bank of America Private Wealth Management, joins The Morning Run to unpack global market dynamics.
He breaks down why tech remains in its "sweet spot," how soaring diesel prices impact broader economic affordability, why bad news in Europe could actually boost large European exporters, and what high bond yields mean for Fed rate policy.
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Who has been a guest on Market Watch
Names identified in recent episode analyses. Showing up to five guests.
Dilin Wu
David Dietze
Laurent Lequeu
Adrian Loh
Joseph Sroka
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
21,618,281
Score snapshot 15 Sept 2025
Apple Podcasts (US)
3.5 / 5
2 ratings
Spotify
4.6 / 5
16 ratings
Podcast Authority Score: 82 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
90
Social presence
0
YouTube
93
Engagement
95
Contact Market Watch
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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