Markets and Biden, Inflation or deflation, outlook for oil and gold and what that commodity super cycle is all about

Markets and Biden, Inflation or deflation, outlook for oil and gold and what that commodity super cycle is all about

Michelle Martin and Arun Pai, Chief Strategy Officer at Flow to discuss Biden's day one promises, China barring big name US politicians from visiting, Yellen's testimony on US policy towards China and stimulus relief, Seagulls' argument on inflation, an outlook for oil in 2021, gold prices and Goldman Sachs' theory on a commodity supercycle.

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Episoder(3757)

Market View: Bloks Group, OCBC, UOB, SingTel, SATS, Kia, Parkway Life REIT, and Genting Singapore

Market View: Bloks Group, OCBC, UOB, SingTel, SATS, Kia, Parkway Life REIT, and Genting Singapore

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading lower, while in Hong Kong, Bloks Group makes an exciting IPO debut. Michelle examines how the Singapore-Johor SEZ could be...

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Market View: FOMC December minutes, Rising bond yields, Trump trade winner, Micron, Nvidia, eBay, Energy Sector, Yangzijiang Shipbuilding

Market View: FOMC December minutes, Rising bond yields, Trump trade winner, Micron, Nvidia, eBay, Energy Sector, Yangzijiang Shipbuilding

Why did the latest FOMC meeting reveal a shift in tone from the US Federal reserve? What does elevated bond yields suggest about the trajectory of the equities market in 2025? And who is the ultimate ...

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Market View: Nvidia, Tencent, Cosco Shipping, SingPost, Shutterstock, Getty Images, Moderna, Centurion, PropNex, and TGL

Market View: Nvidia, Tencent, Cosco Shipping, SingPost, Shutterstock, Getty Images, Moderna, Centurion, PropNex, and TGL

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang on leave. Dive into Nvidia's bold moves in AI and gaming, Tencent's challenges amidst US-China tensions, and Sing...

8 Jan 202521min

Money and Me: Bye CPF SA!

Money and Me: Bye CPF SA!

So you are turning 55 soon and are wondering what the closure of the CPF Special Account this January means for your retirement? Michelle Martin asks Elijah Lee, Senior Financial Services Manager, Phi...

8 Jan 202522min

Money and Me: Singapore’s Digital Hub Ambitions and Tech Trends with Nirgunan Tiruchelvam

Money and Me: Singapore’s Digital Hub Ambitions and Tech Trends with Nirgunan Tiruchelvam

Whether you believe in Bitcoin or not, it offers value in the area of diversification. What do investors need to know about the race by countries to become global crypto hubs? Join Michelle Martin and...

7 Jan 202510min

Market View: Nvidia, Samsung, Roborock, Disney, FuboTV, Toyota, Boeing, Palantir, SingPost, LG CNS, and SGX

Market View: Nvidia, Samsung, Roborock, Disney, FuboTV, Toyota, Boeing, Palantir, SingPost, LG CNS, and SGX

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into the latest in tech and market moves. Nvidia unveils its Blackwell chip at CES 2025, whi...

7 Jan 202521min

Read: Reflections, Singapore's Place in the World by Barry Desker

Read: Reflections, Singapore's Place in the World by Barry Desker

Noted diplomat, scholar and author Barry Desker discusses key themes from his new book in this lively discussion. The collection of essays reflects his illustrious career and longstanding areas of int...

6 Jan 202524min

Market View: Goldman Sachs, Nvidia, Snowflake, Teradyne, Burlington, Norwegian Cruise Line, Uber, Hon Hai, TDK, Nippon Steel, US Steel, Tesla, BYD, GM, Ford, Stellantis, Frasers Hospitality Trust, Mapletree Logistics Trust, SingPost, Seatrium, Thai Bev, Jardine Matheson

Market View: Goldman Sachs, Nvidia, Snowflake, Teradyne, Burlington, Norwegian Cruise Line, Uber, Hon Hai, TDK, Nippon Steel, US Steel, Tesla, BYD, GM, Ford, Stellantis, Frasers Hospitality Trust, Mapletree Logistics Trust, SingPost, Seatrium, Thai Bev, Jardine Matheson

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks Goldman Sachs’ 2025 investment themes, including AI, deregulation, and consumer resiliency,...

6 Jan 202524min

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