Are global markets taking an optimistic breather?

Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investment at Providend, this episode examines the global economic impact of rising tariffs and the recession risks.

We unpack how sticky U.S. inflation, unexpected treasury movements, and Singapore’s STI dip are shaping portfolio strategies.
Hear whether history offers clues from past tariff wars and how today’s environment compares.

We also explore if local stocks and Singapore’s big three banks could offer safer opportunities ahead.