Market View:  How could Rising Bond Yields impact investors? 

Market View:  How could Rising Bond Yields impact investors? 

Could the bond market smack down the exuberant US stock market?

Hosted by Michelle Martin, this episode of Market View explores whether surging US bond yields could become the biggest threat yet to richly valued equity markets ahead of a crucial earnings week featuring Nvidia, Walmart and Home Depot.

Michelle unpacks what the bond market may be signalling about inflation, borrowing costs and investor confidence, while examining the widening AI ecosystem beyond Nvidia through companies like Cisco, Vertiv and Arista Networks.

She also looks at what discount retailers TJX and Ross Stores may reveal about the health of the US consumer and the rise of the “trade-down economy” as shoppers hunt for value in an uncertain environment.

Closer to home, Michelle breaks down the uncertainty surrounding Singapore’s telecom sector after IMDA suspended its review of Simba Telecom’s proposed S$1.43 billion acquisition of M1 amid a regulatory probe.

The episode ends with a look at rising oil prices linked to tensions around Iran and the Strait of Hormuz, as well as renewed investor interest in space infrastructure plays like Rocket Lab and AST SpaceMobile.

See omnystudio.com/listener for privacy information.

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Episoder(3907)

LIVE WELL WITH MICHELLE: You can get strong before, during and after pregnancy; here is how.

LIVE WELL WITH MICHELLE: You can get strong before, during and after pregnancy; here is how.

Pregnancy is one of the most demanding physical and nutritional transformations a woman will ever experience. On LIVE WELL WITH MICHELLE, we explore why strength, movement and nutrition before, during...

8 Jun 23min

Market View: SpaceX's US$1.75 Trillion Moment, AI's Chip Bottleneck & Singapore's Top June Picks

Market View: SpaceX's US$1.75 Trillion Moment, AI's Chip Bottleneck & Singapore's Top June Picks

Could the biggest IPO in history trigger the next major rotation in global markets? Hosted by Michelle Martin, this episode explores why DBS Research and UOB Kay Hian are highlighting Singtel and Vent...

8 Jun 14min

Money and Me: Should you halve your CPF LIFE pledge for the Full Retirement Sum in favour of other products? What does that choice involve?

Money and Me: Should you halve your CPF LIFE pledge for the Full Retirement Sum in favour of other products? What does that choice involve?

"It seems many Singaporeans are being asked not to set aside the Full Retirement Sum (FRS) in their RA at age 55. Instead, they are advised to set aside only the Basic Retirement Sum (BRS) - which is ...

8 Jun 20min

Money and Me: Don't Let Your Payouts Go to Waste

Money and Me: Don't Let Your Payouts Go to Waste

Could your CDC vouchers, GST vouchers and cash payouts be worth more than you think? Hosted by Michelle Martin, Ayush Goyal, Country Manager of SingSaver and MoneyHero Singapore, shares how households...

5 Jun 15min

Market View: The Market Rally is Spreading Beyond Big Tech, World Cup opportunities, Proposed US tariffs on Singapore exports and leading chip stocks are headed south

Market View: The Market Rally is Spreading Beyond Big Tech, World Cup opportunities, Proposed US tariffs on Singapore exports and leading chip stocks are headed south

Why are traders flocking to the mid cap Space X IPO adjacent stock? Are US stocks outside of AI rallying? Leading chip stocks are sinking; we ask why and look at Broadcom, Micron, and ARM. Closer to ...

5 Jun 8min

LIVE WELL WITH MICHELLE: The S$20 Bet That Changed Everything

LIVE WELL WITH MICHELLE: The S$20 Bet That Changed Everything

What if the biggest investment you ever make isn’t in stocks, property or a business - but in yourself? Hosted by Michelle Martin, this episode explores the journey of Elfaine Tan, Founder of I'M IN, ...

4 Jun 25min

Market View: Meta is banking on AI Agents, Tariff Trouble & a Fast-Food Stock Bargain

Market View: Meta is banking on AI Agents, Tariff Trouble & a Fast-Food Stock Bargain

Hosted by Michelle Martin, this episode explores Meta’s push into AI-powered business agents. We unpack Morgan Stanley’s bullish call on Yum Brands, the parent of KFC, Pizza Hut and Taco Bell. We also...

4 Jun 10min

Money and Me: More Singaporeans want to retire by 40. How much do they say they need? 

Money and Me: More Singaporeans want to retire by 40. How much do they say they need? 

Everyone wants financial freedom - but what if your magic number is wrong? Hosted by Michelle Martin, Elijah Lee, Senior Financial Services Manager at Phillip Securities, unpacks new findings from CIM...

4 Jun 23min

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