Tim Waterer’s January Interview Appearances: Market Commentary Across Global Platforms
In January, Chief Market Analyst at KCM Trade and Forbes Advisor Australia advisory board member, Tim Waterer, appeared across leading global and regional media outlets including CNBC, Bloomberg, Forbes, Yahoo Finance, and CNN, alongside international broadcasters such as the BBC, TRT World, Asharq Business with Bloomberg, Ausbiz, and RTHK Radio 3, to share his expert insights on global financial market.
Across his appearances, Tim provided in-depth perspectives on global market volatility, geopolitical risk, macroeconomic data, and asset-class performance across equities, commodities, and currencies.
RTHK Radio 3, Money Talk Programme — 27 January
Tim Waterer was invited to join RTHK Radio 3’s Money Talk Programme to discuss international market trends:
- President Trump’s tariff threats toward Canada and South Korea appeared more like negotiating leverage than imminent policy action, helping explain the absence of sharp risk-off market reactions.
- Reent U.S. indicators, including capital goods orders and consumer confidence, pointed to an economy that was slowing but not stalling, allowing equities to remain supported despite political noise.
- Gold and silver were being underpinned by geopolitical uncertainty and expectations of lower U.S. interest rates later in the year.
- Currency markets, particularly the yen, reflected more defensive positioning as bond market volatility prompted portfolio reassessment.
Ausbiz – 20 January
Tim Waterer was invited to appear on Ausbiz to assess market sentiment amid renewed trade and geopolitical concerns:
- Tariff rhetoric involving Europe had resurfaced, equity markets were responding cautiously rather than catastrophically as investors awaited concrete policy moves.
- Gold’s rally was driven less by panic and more by structural support from falling real yields and ongoing central bank demand.
- U.S. dollar was losing momentum, while the Australian dollar was supported by stronger Chinese GDP and trade data.
- Looking ahead, U.S. Core PCE inflation and Australian employment data as key catalysts for Federal Reserve and RBA policy expectations.
TRT World – 20 January
Tim Waterer joined TRT World for a live international broadcast to discuss global market reactions to escalating trade tensions:
- Global equities were showing caution rather than fear, with investors selectively reducing exposure rather than exiting risk assets entirely.
- Gold’s resilience reflected its role as a hedge against policy uncertainty rather than a full flight to safety.
- Currency markets were responding more to shifts in interest rate expectations than to headlines alone.
- Upcoming macroeconomic data would be critical in determining whether markets could sustain current valuations.
BBC News – 19 January
Tim Waterer was invited by BBC News to comment on market reactions to renewed U.S.–EU trade tensions:
- Trade tensions had returned to focus, investors were reassured that global growth had not yet materially deteriorated.
- Equity markets were holding up as earnings expectations remained broadly intact.
- Central banks continued to act as a stabilising force, limiting downside risk across risk assets.
- Gold was seeing steady inflows as investors sought insurance rather than outright protection.
Ausbiz – 13 January
Tim Waterer appeared on Ausbiz to discuss overnight global market developments and their implications for Australian investors:
- Wall Street’s performance was providing a constructive lead for Australian equities.
- Commodity prices were reacting to a combination of supply dynamics and evolving global growth expectations.
- Australian dollar remained sensitive to both U.S. rate expectations and China-related data.
- Investors should stay focused on upcoming economic releases likely to influence near-term market direction.
TRT World – 9 January
Tim Waterer joined TRT World as a guest analyst to analyse China’s latest inflation data:
- China’s inflation figures suggested demand remained subdued, reinforcing expectations of further policy support.
- Markets were looking for concrete stimulus signals rather than relying solely on data releases.
- Commodities linked to Chinese demand were likely to remain sensitive to policy developments.
- Global investors were maintaining a cautious but engaged stance at the start of the year.
