Podcast Episodes
Back to Search
AI Spending, Oil Prices and Market Risks
Wall Street is weighing whether the AI investment boom can deliver sustainable returns following a sell-off in technology stocks, with Meta's latest …
19 hours ago
Asia’s Central Banks Face Diverging Pressures
China’s economy grew 4.5% in the third quarter, supported by strong exports, but weak domestic demand continues to raise questions about the sustaina…
1 day, 17 hours ago
AI Sell-Off Tests Wall Street’s Confidence
Wall Street faces a crucial earnings week following a sharp sell-off in AI-linked stocks, with investors increasingly questioning whether enormous te…
2 days, 17 hours ago
Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings
Wall Street's first wave of Q3 bank earnings split the field, with Bank of America missing consensus by 17% and JPMorgan underperforming by 6%, even …
3 days, 18 hours ago
AI Stocks Slide as Inflation Bites
The AI trade is facing renewed scrutiny as semiconductor stocks come under pressure, even as TSMC reports record profits. Meanwhile, US inflation has…
6 days, 19 hours ago
How Bond Traders, Not Central Banks, Are Driving Rates
Inflation Pressures Mount as Fed Decision Looms
U.S. September CPI showed renewed acceleration driven by energy prices, with further increases expecte…
1 week ago
US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix
JP Morgan and Goldman Sachs reported strong results, with equity trading particularly robust and consumer credit card use up 10% or more across most …
1 week, 1 day ago
Looking Forward To Earnings' Season
Major US banks including Goldman Sachs, Citigroup and JPMorgan Chase are set to report their earnings this week with analysts expecting S&P 500 earni…
1 week, 2 days ago
Wall Street Rallies Despite Mounting Risks
US equities continue to climb despite elevated Treasury yields, persistent inflation and geopolitical tensions keeping oil above US$100 a barrel. Wit…
1 week, 3 days ago
Can Budget 2027 Keep Investors Confident?
With Budget 2027 tabled on the 9th Oct, what will investors need to see to stay confident in Malaysia, especially after foreign funds turned net sell…
1 week, 6 days ago