In July, KCM Trade Chief Analyst Tim Waterer was featured in interviews across multiple media platforms, including Biztech Asia, BFM 89.9, TRT World, and BBC, where he offered his expert analysis on a range of financial topics.

On July 10, Waterer appeared on BBC to discuss the Reserve Bank of New Zealand's forthcoming interest rate decision. He noted that despite New Zealand's sluggish economic growth, high inflation levels might necessitate a cautious approach to rate cuts. He emphasized the importance of monitoring non-tradable inflation, such as rising rental costs, as it indicates weak domestic demand. Waterer also commented on the potential impact of the U.S. Consumer Price Index (CPI) data on Federal Reserve policy, suggesting that a slowdown in inflation could lead to a rate cut in September.

On the same day, Waterer was interviewed by TRT World, where he analyzed China’s recent inflation data. He pointed out that China's Consumer Price Index (CPI) fell short of expectations, reflecting an uneven economic recovery and a subdued consumer market. He also discussed the weakening yen's impact on the Japanese stock market and the potential for "imported inflation" due to the yen's significant depreciation.

On July 17, Waterer returned to TRT World to elaborate on the implications of a possible re-election of Donald Trump. He projected that Trump's continuation of hardline policies toward China could intensify trade tensions and lead to further tariffs and aggressive measures. Additionally, he noted that Federal Reserve Chairman Jerome Powell's hints at potential rate cuts could boost market sentiment.

On July 19, Waterer was a guest on BFM 89.9's "Morning Run" program, where he discussed recent trends in tech stocks. He observed that investors were shifting from high-valuation tech stocks to small-cap and cyclical stocks in anticipation of Federal Reserve rate cuts. He also mentioned the potential continuation of Trump’s trade policies if re-elected, which could further strain Sino-US trade relations. Positive signals from China’s Third Plenary Session were noted, indicating the government's commitment to deepening reforms and opening up, which could benefit long-term economic development.

Finally, on July 23, Waterer appeared on Biztech Asia’s "Asian Midday Market Watch" to discuss the potential market impacts of the ongoing U.S. election. He highlighted the market's pessimistic reaction to rumors of Trump’s return to the White House and the increased uncertainty following Biden’s withdrawal and support for Harris. Waterer noted that regardless of who wins, both candidates are likely to continue protectionist policies, including tariff hikes, which could perpetuate Sino-US trade tensions. He advised investors to remain cautious and vigilant in light of these developments.

Overall, Waterer’s interviews provided a comprehensive overview of current financial trends, offering valuable insights into interest rate decisions, inflation data, trade policies, and market shifts. His extensive industry experience and keen market analysis will continue to support KCM Trade’s commitment to delivering professional investment insights.