Hormuz deal and the oil risk premium

Fed's rate hike odds hit 54 per cent

AI optimism vs. Capex anxiety

Gold and yen resilience

Earnings beats keep getting sold off

Is the market caught in a volatility trap, or witnessing a fundamental pivot? Howie Lim and Chocolate Finance founder Walter de Oude get down to brass tacks: From the geopolitical tug-of-war at the Strait of Hormuz and AI investment anxiety to the Federal Reserve’s next move. What’s really driving these market swings and how can investors maintain a long-term perspective amidst today's short-term speculation?

Highlights:

01:18 Hormuz deal and the oil risk premium

04:31 Fed's rate hike odds hit 54 per cent

06:13 AI optimism vs. Capex anxiety

10:19 Gold and yen resilience

12:52 Earnings beats keep getting sold off

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Walter de Oude, founder of Chocolate Finance

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

Amazon: bt.sg/mfam

Apple Podcasts: bt.sg/mfap

Spotify: bt.sg/mfsp

YouTube Music: bt.sg/mfyt

Website: bt.sg/mktfocus

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

Discover more BT podcast series:

BT Money Hacks at: bt.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Podcasts at: bt.sg/podcasts

BT Lens On: bt.sg/btlenson

Is the market caught in a volatility trap, or witnessing a fundamental pivot? Howie Lim and Chocolate Finance founder Walter de Oude get down to brass tacks: From the geopolitical tug-of-war at the Strait of Hormuz and AI investment anxiety to the Federal Reserve&rsquo;s next move. What&rsquo;s really driving these market swings and how can investors maintain a long-term perspective amidst today's short-term speculation?
Highlights:
01:18 Hormuz deal and the oil risk premium
04:31 Fed's rate hike odds hit 54 per cent
06:13 AI optimism vs. Capex anxiety
10:19 Gold and yen resilience
12:52 Earnings beats keep getting sold off
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Walter de Oude, founder of Chocolate Finance
Edited by: Howie Lim &amp; Claressa Monteiro
Produced by: Howie Lim &amp; Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow Market Focus Weekly podcasts every Friday:
Channel: <a href="https://bt.sg/btmktfocus/">bt.sg/btmktfocus</a>
Amazon: <a href="https://bt.sg/mfam">bt.sg/mfam</a>
Apple Podcasts: <a href="https://bt.sg/mfap/">bt.sg/mfap</a>
Spotify: <a href="https://bt.sg/mfsp/">bt.sg/mfsp</a>
YouTube Music: <a href="https://bt.sg/mfyt">bt.sg/mfyt</a>
Website: <a href="https://bt.sg/mktfocus/">bt.sg/mktfocus</a>
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
Discover more BT podcast series:
BT Money Hacks at: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Correspondents at: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Podcasts at: <a href="https://bt.sg/podcasts">bt.sg/podcasts</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

Join us at the closing bell — for a look at the day's markets and the news that drove them.

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.

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.