US markets are back at record highs, driven by strong Big Tech earnings and continued momentum in artificial intelligence. But with oil prices rising amid Middle East tensions and inflation risks lingering, are markets becoming too complacent?

On the Bigger Picture, Dan Koh speaks to Billy Toh, Regional Head of Retail Research, CGS International Securities as he breaks down what’s really driving the rally, from earnings and AI spending to valuations, geopolitical risks, and what investors should watch next.

US markets are back at record highs, driven by strong Big Tech earnings and continued momentum in artificial intelligence. But with oil prices rising amid Middle East tensions and inflation risks lingering, are markets becoming too complacent?
On the Bigger Picture, Dan Koh speaks to Billy Toh, Regional Head of Retail Research, CGS International Securities as he breaks down what&rsquo;s really driving the rally, from earnings and AI spending to valuations, geopolitical risks, and what investors should watch next.

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.