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:
801 clip(s) in playlist
AI fires up Asian markets as bond yields hit mid-2024 highs
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 market…
03:13
Unpacking macro shifts and AI realities
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 — whi…
21:54
Fed rate hike calms global bond rout as Asian markets edge up
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 …
02:42
Asian stocks steady ahead of pivotal Fed decision as bond rout pauses
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 D…
02:44
Oil, yields, and rate fears collide
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. Synops…
03:05
Asian shares slip as oil climbs, rate hikes take shape
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…
03:01
What oil, yields, and AI capex boom are really telling us
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 Hor…
18:34
Global markets brace for central bank wave as oil nears $101 a barrel
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 furthe…
02:55
Crude shock - Brent’s climb to $100, Asian markets rattled
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: Mark…
03:13
Yen strength, copper record and oil surge
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…
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