The Business Times

BT Market Focus

Business EN ↓ 828 episodi

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead. Produced by BT Podcasts, The Business Times, SPH Media.

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The Business Times

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Business

Sito del podcast

www.businesstimes.com.sg

Ultimo episodio

28 ott 2026

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Episodi

AI optimism fuels Asian stock rally as oil slumps on Middle East supply hopes 23.09.2026

Market news for September 23 2026: Asian equities extended gains for a sixth straight session, driven by surging consumer enthusiasm for AI apps and tech hardware. Meanwhile, oil prices dropped on expanding Middle East supply, and markets anticipated high-stakes US-China trade and AI talks. Synopsis: Market Focus Daily is a closing bell roundup by  The Business Times that looks at the day&rsq...

Tech rallies on AI assistant revival as oil stalls 22.09.2026

Market news for September 22 2026: Technology stocks propelled Asian markets higher as stalling oil prices and strong demand for Meta’s Muse AI assistant boosted sentiment. Investors eagerly anticipated upcoming US-Iran talks while monitoring a strong dollar driven by expectations of further central bank rate hikes. Synopsis: Market Focus Daily is a closing bell roundup by  The Business...

AI fires up Asian markets as bond yields hit mid-2024 highs 21.09.2026

Market news for September 21 2026: AI demand for chips buoyed Asian equities despite thin holiday trade, while crude oil slid on Middle East diplomatic hopes and recovering shipments. Meanwhile, surging Treasury yields and hawkish central bank tightening expectations kept broader global bond markets highly tense. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that loo...

Unpacking macro shifts and AI realities 18.09.2026

Sticky inflation and rising rates are pulling global markets in different directions. In this episode of Market Focus Weekly, Nicole Teo speaks with State Street Investment Management’s Ninghui Liu about how higher energy prices and the AI boom are keeping inflation stubborn in many economies — while China remains stuck in deflation. He also unpacks the opportunities emerging from Japa...

Fed rate hike calms global bond rout as Asian markets edge up 17.09.2026

Market news for September 17 2026: Asian shares edged up as the Federal Reserve delivered its first rate hike in over three years, calming a global bond selloff. A surging U.S. dollar weighed on commodities, while focus shifted to central bank decisions in London and Tokyo. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements a...

Asian stocks steady ahead of pivotal Fed decision as bond rout pauses 16.09.2026

Market news for September 16, 2026: Asian stocks edged higher as a respite in the global bond selloff and falling oil prices steadied market nerves ahead of the pivotal Federal Reserve decision, with traders pricing an implied 93% probability of a 25-basis-point rate hike. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements an...

Oil, yields, and rate fears collide 15.09.2026

Market news for September 15, 2026: Asian markets slide as AI leaders urge caution and traders brace for pivotal Fed and BOJ rate decisions. Treasury yields breach 5% for the first time since 2007, oil climbs, and bitcoin retreats — signalling a tense, pivotal week ahead for global markets. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day&rsq...

Asian shares slip as oil climbs, rate hikes take shape 14.09.2026

Market news for September 14, 2026: Asian shares slid as AI leaders urged a development slowdown, while Middle East strikes pushed Brent crude over $107. Meanwhile, investors braced for likely rate hikes from both the Federal Reserve and the Bank of Japan this week. Synopsis: Market Focus Daily is a closing bell roundup by  The Business Times that looks at the day’s market movements and...

What oil, yields, and AI capex boom are really telling us 11.09.2026

Oil prices just broke US$110 a barrel, bond yields are hitting multi-decade highs, and the yen carry trade is unwinding fast — this week's markets are a powder keg. In this episode of Market Focus Weekly, correspondent Howie Lim sits down with HSBC's Herald van der Linde to unpack the Strait of Hormuz shock, why AI capex — not fear — is now driving bond yields, Korea's staggering...

Global markets brace for central bank wave as oil nears $101 a barrel 10.09.2026

Market news for September 10, 2026: Asian markets slid as escalating Middle East shipping attacks pushed oil above $100 a barrel, spooking investors ahead of US inflation data. Treasury yields held near multi-year highs, while Wall Street, Europe, and Asia all retreated amid mounting bets on further central bank rate hikes. Synopsis: Market Focus Daily is a closing bell roundup by The Business Tim...

Crude shock - Brent’s climb to $100, Asian markets rattled 09.09.2026

Market news for September 9, 2026: Brent crude surged near $100 as Middle East conflict escalated, subduing Asian stocks amid inflation jitters before US CPI data. Conversely, chip stocks rebounded, and Alphabet announced a record €13 billion AI infrastructure investment in Finland. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s mark...

Yen strength, copper record and oil surge 08.09.2026

Market news for September 8, 2026: The yen surges to a seven-month high as carry trades unwind, while Iranian threats to Gulf energy infrastructure push oil and bond yields higher. Asian markets trade mixed, copper hits a record, and Singapore Airlines' Air India stake faces new scrutiny. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s mar...

Between the Fed and earnings: Markets search for direction 07.09.2026

Market news for September 7, 2026: Asian tech shares rallied on a robust US jobs report signaling growth, though rate hike odds narrowed. Meanwhile, oil prices edged higher following renewed US-Iran ship attacks in the Gulf, as traders monitor inflation and energy risks. Synopsis: Market Focus Daily is a closing bell roundup by  The Business Times that looks at the day’s market movement...

Asian markets rally on Fed relief as investors brace for payroll showdown 04.09.2026

Market news for September 4, 2026: Asian shares surged today, buoyed by cooling Fed rate hike fears that weakened the dollar and ignited a relief rally. Investors now hold their breath for the looming US payroll showdown while Middle East tensions keep oil prices elevated. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements an...

Relief rally in Asian markets as investors turn attention to crucial U.S. jobs data 03.09.2026

Market news for September 3, 2026: Asian shares and bonds rallied as the yen climbed, with investors cautiously awaiting critical U.S. payroll data. Markets weighed central bank policy signals against ongoing U.S.-Iran tensions, as oil prices slipped following recent volatile spikes in global borrowing costs. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks a...

Iran strikes ignite oil rally, trigger global bond market panic 02.09.2026

Market news for September 2, 2026: Asian markets tumbled as a global bond sell-off collided with fresh US strikes on Iran, sending oil surging and yields to multi-decade highs. The dollar strengthened, gold and crypto slipped, while traders priced strong odds of a Fed rate hike this month. Synopsis: Market Focus Daily is a closing bell roundup by  The Business Times that looks at the day&rsqu...

Bond rout meets Middle East chaos: Oil tops $90 as global yields hit decade highs 01.09.2026

Market news for September 1, 2026: Bond yields soared to decade highs as Middle East conflict pushed oil above $90, fuelling inflation fears. Despite the geopolitical pressure and Federal Reserve anxiety, resilient Asian factory activity driven by persistent global demand for AI hardware provided critical support. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that lo...

Geopolitical turmoil meets inflation anxiety 31.08.2026

Market news for August 31, 2026: Geopolitical fire and inflation ice collided today - US-Iran skirmishes fuelled an oil rally, while rising September rate-hike odds pressured Asian equities. Investors face a double-barreled threat as the Fed’s inflation mandate keeps bond yields high and stock markets trembling. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times tha...

Why Asia's inflation scare may be overstated: a Morgan Stanley economist explains 28.08.2026

Rising inflation and recent rate hikes in the Philippines and South Korea have reignited concerns about price pressures across Asia. But is there really cause for alarm? Nicole Teo speaks with Morgan Stanley Asia Economist Derrick Kam about the region’s inflation outlook, what is driving monetary policy, and why a broader capex supercycle beyond AI could fuel investment. Highlights: 01:41 As...

Nvidia earnings beat fuels Asian rally as inflation fears persist 27.08.2026

Market news for August 27, 2026: Asian markets rallied as Nvidia’s earnings beat exceeded forecasts, lifting tech sentiment. Yet, gains were constrained by persistent U.S. inflation concerns, keeping investors cautious ahead of Federal Reserve Chair Kevin Warsh’s pivotal Jackson Hole speech regarding future interest rate paths. Synopsis: Market Focus Daily is a closing bell roundup by...

Asian markets rally as oil slides; Investors brace for pivotal Nvidia earnings 26.08.2026

Market news for August 26, 2026: Asian stocks surged as crude’s retreat dampened bond yields, stoking optimism that the Strait of Hormuz might soon reopen. Markets now hold their collective breath, pinning high-stakes expectations on Nvidia’s looming, make-or-break quarterly earnings report. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the...

Asian markets rangebound ahead of Nvidia results; Bitcoin crosses $80K 25.08.2026

Market news for August 25, 2026: Asian markets remained rangebound as oil prices dipped, ignoring Iran sanction threats. Bitcoin crossed $80,000 for the first time since May. Investors now pivot to Nvidia’s highly anticipated earnings and Shein’s $1.8 billion IPO launch amid a cautious trading session. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that lo...

Oil, Asian stocks fall as Bessent’s Iran sanctions loom 24.08.2026

Market news for August 24, 2026: Asian markets fell in the red today amid rising global bond yields, and investor caution ahead of Nvidia’s earnings. US Treasury Secretary Scott Bessent to hold a ​press conference tonight. Singapore’s core inflation rose to 2 per cent in July, up from 1.6 per cent in June. Shein’s valuation shrinks 70 per cent to US$27 billion in its upcoming Hon...

Stress cracks in bonds are reshaping the AI and EM story 21.08.2026

Bond markets are cracking, oil is spiking, and Japan's rates are hitting decade highs — so where should investors actually put their money? Correspondent Howie Lim sits down with Gary Tan of Allspring Global Investments to discuss why US Treasury buybacks won't fix America's debt problem, why AI valuations hinge on bond yields rather than headlines, and why emerging markets (EM) are quietly...

Treasury lifeline sparks global rally as bond rout recedes 20.08.2026

Market news for August 20, 2026: Global markets rallied as the US Treasury’s increased debt buybacks eased bond market stress, boosting stocks. Despite persistent Fed inflation concerns and shipping delays in the Strait of Hormuz, investor sentiment improved as yields retreated from multi-decade highs. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at...

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