Could the bond market smack down the exuberant US stock market? 

Hosted by Michelle Martin, this episode of Market View explores whether surging US bond yields could become the biggest threat yet to richly valued equity markets ahead of a crucial earnings week featuring Nvidia, Walmart and Home Depot.

Michelle unpacks what the bond market may be signalling about inflation, borrowing costs and investor confidence, while examining the widening AI ecosystem beyond Nvidia through companies like Cisco, Vertiv and Arista Networks.

She also looks at what discount retailers TJX and Ross Stores may reveal about the health of the US consumer and the rise of the “trade-down economy” as shoppers hunt for value in an uncertain environment.

Closer to home, Michelle breaks down the uncertainty surrounding Singapore’s telecom sector after IMDA suspended its review of Simba Telecom’s proposed S$1.43 billion acquisition of M1 amid a regulatory probe.

The episode ends with a look at rising oil prices linked to tensions around Iran and the Strait of Hormuz, as well as renewed investor interest in space infrastructure plays like Rocket Lab and AST SpaceMobile.