Market View: Fed Cuts and Investor Moves

Market View: Fed Cuts and Investor Moves

Fed cuts rates - but what does it mean for investors?

Markets are reacting to the first rate cut of the year, with retail investors watching closely.

Hosted by Michelle Martin with Ryan Huang, this episode dives into sector winners and losers as the Fed balances unemployment and inflation.

Companies in focus include PayPal, Alphabet, Nvidia, Netskope, Jardine Matheson, and Hong Kong Land.

We explore how tech stocks, property counters, and blue chips are shifting amid mixed market signals.

Plus, we play our daily game of UP or DOWN on Palantir, Puma, Gucci, Baidu, and more.

See omnystudio.com/listener for privacy information.

Episoder(3846)

Money and Me: The transformations ahead for Agentic AI and real estate

Money and Me: The transformations ahead for Agentic AI and real estate

AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios. In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and...

2 Apr 24min

Market View: Intel’s Comeback, Visa’s AI Play & SpaceX’s Trillion-Dollar Orbit

Market View: Intel’s Comeback, Visa’s AI Play & SpaceX’s Trillion-Dollar Orbit

AI, war tensions and a potential trillion-dollar IPO - markets are juggling momentum and risk. Asia-Pacific markets trade higher as investors bet on easing geopolitical tensions and AI-led growth. Int...

2 Apr 22min

Money and Me: Paring risk as the Straits of Hormuz remains closed

Money and Me: Paring risk as the Straits of Hormuz remains closed

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets. But with the Strait of Hormuz still constrained, energy supply risks remain dan...

1 Apr 16min

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments. Competition from Google, OpenAI and Anthropic inte...

1 Apr 22min

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains. A sold-out launch in Tampines and rising global unc...

31 Mar 24min

Market View: REIT Resets, AI Angst & A Contrarian Buy Signa

Market View: REIT Resets, AI Angst & A Contrarian Buy Signa

A property trust is selling, and a millionaire is buying more of his own company. What signals are markets sending today? Markets are navigating a complex mix of asset sales, geopolitical tension, an...

31 Mar 25min

Money and Me: War’s Ripple Effects -What Investors Need to Remember

Money and Me: War’s Ripple Effects -What Investors Need to Remember

When geopolitical shocks ripple through supply chains and markets, what should investors hold onto? The war’s ripple effects are spreading - from energy disruptions hitting everyday businesses to grow...

30 Mar 25min

Market View: Insider Signals, War Shockwaves & Markets on the Brink

Market View: Insider Signals, War Shockwaves & Markets on the Brink

When CEOs are buying, markets are falling, and butter chicken disappears off menus - what is the market trying to tell us? Asia-Pacific markets tumble as Iran war fears deepen, while Wall Street logs ...

30 Mar 24min

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