On today's episode, Federal Reserve Bank of Atlanta President Raphael Bostic says he now sees just one interest-rate cut as likely this year, rather than two, with tariff hikes impeding progress on disinflation. We unpack the reaction from Asian markets with Rahul Chadha, Chief Investment Officer at Shikhara Capital. He speaks with Bloomberg's Paul Allen in Sydney.
Plus - Asian stocks rose after US equities had one of their best sessions of the year, fueled by signs that President Donald Trump's trade sanctions will be narrower than feared. We discuss the latest tariff headlines with Tim Pagliara, Chief Investment Officer at CapWealth.

Treasury Boosts Debt Buyback, Bonnie Chan on Asia IPO Pipeline
17:31

Chip Selloff Extends to Asia, Pony AI Robotaxi Revenue Reaches Record
20:14

Mideast Risk Hits Stocks, BHP Profit Jumps
19:12