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.

From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

Start your day with the stories shaping Singapore — and your place in it.

Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

And it’s not just talk — it’s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let’s Talk, Singapore keeps you informed, connected, and ready for the day ahead.

Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.