Gold is retreating after its sharp run-up, meme stocks are still making noise, and investors are digesting a cooler-than-expected US inflation print — one that’s reshaping expectations for the Federal Reserve’s next move. At the same time, reports of new US trade deal discussions are adding another layer to the global outlook. Phan Vee Leung, Chief Investment Officer at TrackRecord, unpacks what the latest CPI data means for rate cuts, whether gold’s rally may be losing steam, and where markets could head next as trade diplomacy and Fed policy take center stage.

Gold is retreating after its sharp run-up, meme stocks are still making noise, and investors are digesting a cooler-than-expected US inflation print &mdash; one that&rsquo;s reshaping expectations for the Federal Reserve&rsquo;s next move.&nbsp;At the same time, reports of new US trade deal discussions are adding another layer to the global outlook.&nbsp;Phan Vee Leung, Chief Investment Officer at TrackRecord, unpacks what the latest CPI data means for rate cuts, whether gold&rsquo;s rally may be losing steam, and where markets could head next as trade diplomacy and Fed policy take center stage.

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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.