AI trade: post-euphoria phase?

Brent Crude above US$100

Fed openness to rate hikes

Kospi as a global tech barometer

Dollar dominance unchallenged

The future of bond yields

The "AI Trade" demands selectivity post-Nvidia: learn the new rules focusing on free cash flow and margins, not just growth. Brent crude's new US$100+ baseline defies temporary peace, fueled by Gulf tensions and hawkish Fed signals. This week, we dive into the dollar's safe-haven supremacy, the Kospi as a global tech bellwether, and the structural debt risks shaking G7 bonds with José Torres, senior economist at Interactive Brokers.

Highlights:

01:09 AI trade: post-euphoria phase?

04:41 Brent Crude above US$100

07:07 Fed openness to rate hikes

10:40 Kospi as a global tech barometer

12:53 Dollar dominance unchallenged

16:16 The future of bond yields

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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 José Torres, senior economist at Interactive Brokers

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

The "AI Trade" demands selectivity post-Nvidia: learn the new rules focusing on free cash flow and margins, not just growth. Brent crude's new US$100+ baseline defies temporary peace, fueled by Gulf tensions and hawkish Fed signals. This week, we dive into the dollar's safe-haven supremacy, the Kospi as a global tech bellwether, and the structural debt risks shaking G7 bonds with Jos&eacute; Torres, senior economist at Interactive Brokers.
Highlights:
01:09 AI trade: post-euphoria phase?
04:41 Brent Crude above US$100
07:07 Fed openness to rate hikes
10:40 Kospi as a global tech barometer
12:53 Dollar dominance unchallenged
16:16 The future of bond yields
---
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 Jos&eacute; Torres, senior economist at Interactive Brokers
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.