Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

War rhetoric, surging oil and AI spending are colliding - and markets are trying to figure out what breaks first.

In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack how mixed signals from U.S. President Donald Trump on the Iran conflict are rattling investors and pushing Brent crude toward the US$100 mark.

We explore what 50 years of oil shocks teach us about the two signals markets really watch during geopolitical crises.

Strategist Ed Yardeni warns the odds of a U.S. market meltdown could rise to 35% if the Iran conflict escalates - but is that too pessimistic?

Meanwhile, the AI infrastructure race intensifies as Oracle builds massive data centers financed by heavy borrowing.

We also play UP or DOWN with HPE, Hims & Hers, YouTube and Suntec REIT, and check in on the Straits Times Index, Hongkong Land, UOL and Wilmar International as Singapore markets try to stabilize.

Companies mentioned: Oracle, Hewlett Packard Enterprise (HPE), Hims & Hers, YouTube, Suntec REIT, Hongkong Land, UOL, Wilmar International

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(4001)

Market View: Big Oil Booms, SpaceX Stumbles & Singapore Banks Take Centre Stage

Market View: Big Oil Booms, SpaceX Stumbles & Singapore Banks Take Centre Stage

Geopolitical tensions continue to reshape global markets, with Big Oil emerging as one of the biggest winners. Michelle Martin looks at why BP and Saudi Aramco are posting blockbuster profits as highe...

5 Aug 12min

What Your Smartwatch Isn't Telling You

What Your Smartwatch Isn't Telling You

Today, millions of people track their sleep, heart rate, stress and activity using smartwatches and fitness trackers. But are we making full use of these devices, or are we simply checking numbers wit...

5 Aug 20min

Money and Me: STI at Record Highs - Should you buy as Singapore Stocks Keep Climbing?

Money and Me: STI at Record Highs - Should you buy as Singapore Stocks Keep Climbing?

The Straits Times Index has just delivered its strongest monthly gain since November 2020, surging 8.8% to a fresh record high. But after such a powerful rally, where do investors go from here? Michel...

5 Aug 22min

Market View: Grab and Palantir Rally, SpaceX Faces Earnings Test, Microsoft's AI Surge Continues

Market View: Grab and Palantir Rally, SpaceX Faces Earnings Test, Microsoft's AI Surge Continues

Markets extended their gains as investors rewarded companies delivering strong earnings despite an uncertain economic backdrop. Michelle Martin examines Grab's stronger-than-expected quarterly results...

4 Aug 11min

Is It Just Ageing or COPD? Don't Ignore Persistent Breathlessness 

Is It Just Ageing or COPD? Don't Ignore Persistent Breathlessness 

Many people assume becoming breathless is simply part of getting older - but it could be a sign of Chronic Obstructive Pulmonary Disease (COPD), a progressive lung condition that is often diagnosed to...

4 Aug 23min

Money and Me: How to Turn Your Retirement Savings Into Lasting Income

Money and Me: How to Turn Your Retirement Savings Into Lasting Income

What is the best way to spend during retirement? Michelle Martin speaks with Grace Tay, Associate Director at Finexis Advisory, about one of the most overlooked aspects of retirement planning: the dec...

4 Aug 23min

Market View: Wall Street's Big Week: Earnings, Jobs and the Next Market Test

Market View: Wall Street's Big Week: Earnings, Jobs and the Next Market Test

Markets are entering a pivotal week as investors brace for another wave of corporate earnings and a closely watched US jobs report that could shape expectations for Federal Reserve policy. Michelle Ma...

3 Aug 10min

1 in 4 of us will have chronic kidney disease by 2036, here is why we need to start thinking about treatment options

1 in 4 of us will have chronic kidney disease by 2036, here is why we need to start thinking about treatment options

Beyond dialysis there is still kidney care! When chronic kidney disease reaches an advanced stage, many patients assume dialysis is the only option. But it may not always be the best choice. Singapore...

3 Aug 17min

Populært innen Business og økonomi

stopp-verden
rss-penger-polser-og-politikk
dine-penger-pengeradet
e24-podden
lydartikler-fra-aftenposten
rss-pa-konto
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
finansredaksjonen
utbytte
livet-pa-veien-med-jan-erik-larssen
liberal-halvtime
rss-borsmorgen-okonominyhetene
lederpodden
pengesnakk
rss-kron-podden
rss-skravla-gar
rss-markedspuls-2
shifter