Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning?

Simon Ree, Founder of Tao of Trading, shares his base case for 2026.

We unpack what the options market is signaling about an imminent Fed rate cut, and why interest rates still matter for risk assets.

From the AI investment boom and earnings resilience to megacap dominance, Simon explains what’s structural versus what’s becoming a crowded trade.

We also drill into key risks - from stretched valuations and weak market breadth to capex-heavy Big Tech and tariff shocks.

A clear 2026 playbook for everyday investors - hosted by Michelle Martin.

Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning?
Simon Ree, Founder of Tao of Trading, shares his base case for 2026.
We unpack what the options market is signaling about an imminent Fed rate cut, and why interest rates still matter for risk assets.
From the AI investment boom and earnings resilience to megacap dominance, Simon explains what&rsquo;s structural versus what&rsquo;s becoming a crowded trade.
We also drill into key risks - from stretched valuations and weak market breadth to capex-heavy Big Tech and tariff shocks.
A clear 2026 playbook for everyday investors - hosted by Michelle Martin.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,  manage your expenses and start your smart money investment journey today. 

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,&nbsp; manage your expenses and start your smart money investment journey today.&nbsp;

Money and Me

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin (9am - 12pm)

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Markets are rattled by geopolitics - but panic is rarely a strategy.

From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift in portfolios.

We examine how US equities have actually behaved through geopolitical shocks - and what history suggests about staying invested.

The Magnificent 7 start the year unevenly, raising the question of whether leadership is broadening beyond mega-cap tech into SMID caps.

A weaker US dollar prompts a closer look at currency exposure in global portfolios - risk, opportunity, or both?

With noise rising across geopolitics and policy, we ask the hardest question: sit in cash, or stay the course?

Hosted by Michelle Martin.

Guest: Cheng Chye Hsern, Head of Investment, Providend.

Markets are rattled by geopolitics - but panic is rarely a strategy.
From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift in portfolios.
We examine how US equities have actually behaved through geopolitical shocks - and what history suggests about staying invested.
The Magnificent 7&nbsp;start the year unevenly, raising the question of whether leadership is broadening beyond mega-cap tech into SMID caps.
A weaker US dollar prompts a closer look at currency exposure in global portfolios - risk, opportunity, or both?
With noise rising across geopolitics and policy, we ask the hardest question: sit in cash, or stay the course?
Hosted by Michelle Martin.
Guest: Cheng Chye Hsern, Head of Investment,&nbsp;Providend.

Money and Me: Why no sell-off? How to look beyond the Mag 7, and why cash is really not king now

Intel beats earnings - but supply bottlenecks spook markets.

We unpack why Intel sold off despite stronger revenue, and what supply constraints signal for the chip cycle.

From semiconductors to staples, Procter & Gamble bets on premium pricing with luxury diapers - is pricing power holding up?

US inflation stays sticky at 2.8%, reshaping expectations for Federal Reserve rate cuts and equity valuations.

Markets rally as tariff threats fade, with investors choosing policy relief over economic caution.

UP or DOWN on Ubisoft, JPMorgan Chase, Suntec REIT, and City Developments Limited - hosted by Michelle Martin with Ryan Huang.

Intel beats earnings - but supply bottlenecks spook markets.
We unpack why Intel&nbsp;sold off despite stronger revenue, and what supply constraints signal for the chip cycle.
From semiconductors to staples, Procter &amp; Gamble bets on premium pricing with luxury diapers - is pricing power holding up?
US inflation stays sticky at 2.8%, reshaping expectations for Federal Reserve rate cuts and equity valuations.
Markets rally as tariff threats fade, with investors choosing policy relief over economic caution.
UP or DOWN on Ubisoft,&nbsp;JPMorgan Chase,&nbsp;Suntec REIT, and&nbsp;City Developments Limited - hosted by Michelle Martin with Ryan Huang.

Market View: Why Intel sold-off, P&G’s silk diaper strategy and Inflation Risks for Investors

A 140-year-old healthcare giant shows it can still grow, as Johnson & Johnson beats earnings expectations and doubles down on its ambition to lead the global fight against cancer.

On geopolitics, markets rebound after U.S. President Donald Trump walks back tariff threats tied to Greenland, reframing the issue around mineral rights and strategic access instead.

We unpack whether this is real policy clarity - or another case of TACO economics - as U.S. stocks rally on relief.

In UP or DOWN, we look at L’Oréal’s big bet on Indian beauty tech, Lululemon’s brand stumble with squat-failing tights, Ryanair’s monetisation of controversy, and whether CDL is poised for a catch-up trade.

Back home, the STI tests key support as only a handful of blue chips finish in the green.

And in our Last Word, a tool-using cow in Austria challenges what we think we know about intelligence - in markets, and in life - hosted by Michelle Martin with Ryan Huang.

A 140-year-old healthcare giant shows it can still grow, as Johnson &amp; Johnson beats earnings expectations and doubles down on its ambition to lead the global fight against cancer.
On geopolitics, markets rebound after U.S. President Donald Trump walks back tariff threats tied to Greenland, reframing the issue around mineral rights and strategic access instead.
We unpack whether this is real policy clarity - or another case of TACO economics - as U.S. stocks rally on relief.
In UP or DOWN, we look at L&rsquo;Or&eacute;al&rsquo;s big bet on Indian beauty tech, Lululemon&rsquo;s brand stumble with squat-failing tights, Ryanair&rsquo;s monetisation of controversy, and whether CDL is poised for a catch-up trade.
Back home, the STI tests key support as only a handful of blue chips finish in the green.
And in our Last Word, a tool-using cow in Austria challenges what we think we know about intelligence - in markets, and in life - hosted by Michelle Martin with Ryan Huang.

Market View: Cancer Profits, Greenland Politics, Johnson & Johnson, L’Oréal, Lululemon, Ryanair, City Developments Limited, Hongkong Land, Singtel, Thai Beverage

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

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