BT Market Focus
BT Market Focus
Playlist by BT Market FocusMarket 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…Follow the podcast:
787 clip(s) in playlist
Bond rout meets Middle East chaos: Oil tops $90 as global yields hit decade highs
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 c…
02:55
Geopolitical turmoil meets inflation anxiety
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 mark…
02:45
Why Asia's inflation scare may be overstated: a Morgan Stanley economist explains
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 p…
20:37
Nvidia earnings beat fuels Asian rally as inflation fears persist
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 regardi…
03:01
Asian markets rally as oil slides; Investors brace for pivotal Nvidia earnings
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. Synop…
02:35
Asian markets rangebound ahead of Nvidia results; Bitcoin crosses $80K
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 sess…
02:50
Oil, Asian stocks fall as Bessent’s Iran sanctions loom
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 …
05:47
Stress cracks in bonds are reshaping the AI and EM story
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 va…
14:10
Treasury lifeline sparks global rally as bond rout recedes
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 hi…
02:38
Decade-high bond yields and Middle East volatility deepen tech rout
Market news for August 19, 2026: Global markets slumped as bond yields hit decade highs; oil topped $90 amid Middle East volatility; tech stocks took a heavy hit, echoing Wall Street’s slide; and investors braced for persistent inflation and elusive policy guidance from Fed minutes. Synopsis: Mark…
02:39