The war is three months old, stocks are at record highs and the Fed is talking hikes
The “AI Trade” demands selectivity post-Nvidia: learn the new rules focusing on free cash flow and margins, not just growth. Brent crude’s new US$100+ baseline defies temporary peace, fueled by Gulf tensions and hawkish Fed signals. This week, we dive into the dollar’s safe-haven supremacy, the Kospi as a global tech bellwether, and the structural debt risks shaking G7 bonds with José Torres, senior economist at Interactive Brokers.
Highlights:
01:09 AI trade: post-euphoria phase?
04:41 Brent Crude above US$100
07:07 Fed openness to rate hikes
10:40 Kospi as a global tech barometer
12:53 Dollar dominance unchallenged
16:16 The future of bond yields
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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
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Written and hosted by: Howie Lim (howielim@sph.com.sg)
With José Torres, senior economist at Interactive Brokers
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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