Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

A brutal US winter storm knocks out power, freezes gas production and sends energy prices - and energy stocks - sharply higher.

Gold smashes through US$5,000 an ounce as the US dollar weakens, pushing investors toward precious metals and currency hedges.

Unexpected winners emerge on the SGX, with pawnshop operator MoneyMax riding the gold rally.

In corporate news, Nvidia edges closer to overtaking Apple as TSMC’s top customer, while CoreWeave surges on fresh AI investment.

Back home, Singapore banks weigh on the STI as Wilmar shines, highlighting sector rotation in local markets.

Market View unpacks what extreme weather, soaring commodities and shifting tech leadership mean for investors - hosted by Michelle Martin with Ryan Huang.

Hear about : Nvidia · Apple · CoreWeave · Cheniere Energy · Excelerate Energy · Quanta Services · MoneyMax Financial Services · Mapletree Logistics Trust · OUE REIT · UOB · DBS · OCBC · Wilmar International

See omnystudio.com/listener for privacy information.

Avsnitt(3721)

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

United Overseas Bank has surged back into favour as investors reassess Singapore’s banking sector after months of caution. Michelle Martin and Ryan Huang unpack why UOB’s provisioning fears have eased...

26 Jan 24min

Money and Me: Why no sell-off? How to look beyond the Mag 7, and why cash is really not king now

Money and Me: Why no sell-off? How to look beyond the Mag 7, and why cash is really not king now

Markets are rattled by geopolitics - but panic is rarely a strategy. From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift...

23 Jan 19min

Market View: Why Intel sold-off, P&G’s silk diaper strategy and Inflation Risks for Investors

Market View: Why Intel sold-off, P&G’s silk diaper strategy and Inflation Risks for Investors

Intel beats earnings - but supply bottlenecks spook markets. We unpack why Intel sold off despite stronger revenue, and what supply constraints signal for the chip cycle. From semiconductors to staple...

23 Jan 22min

Market View: Cancer Profits, Greenland Politics, Johnson & Johnson, L’Oréal, Lululemon, Ryanair, City Developments Limited, Hongkong Land, Singtel, Thai Beverage

Market View: Cancer Profits, Greenland Politics, Johnson & Johnson, L’Oréal, Lululemon, Ryanair, City Developments Limited, Hongkong Land, Singtel, Thai Beverage

A 140-year-old healthcare giant shows it can still grow, as Johnson & Johnson beats earnings expectations and doubles down on its ambition to lead the global fight against cancer. On geopolitics, mark...

22 Jan 21min

Money and Me: Million-Dollar CPF Moves in a New Retirement Era

Money and Me: Million-Dollar CPF Moves in a New Retirement Era

Is leaving your CPF alone the safest option in 2026 or are there smarter moves for more than 2.5% interest? As Singapore’s retirement rules shift, what do you need to know about the moves that you ca...

22 Jan 23min

Read: The Albatross File - Rethinking 1965

Read: The Albatross File - Rethinking 1965

A nation’s birth story, revisited through freshly released interviews. A major new book and permanent exhibition at the National Library reopens the story of Singapore’s separation from Malaysia in 19...

22 Jan 20min

Market View: Netflix, Bonds & Capital Wars - When Markets Blink

Market View: Netflix, Bonds & Capital Wars - When Markets Blink

From Netflix’s earnings pop to a bond-market shock out of Tokyo - markets are suddenly on edge. Netflix posts a near-30% jump in quarterly profits, but shares slide as investors digest higher content ...

21 Jan 22min

Money and Me: Beyond the Magnificent 7 - Where the Next Winners Hide

Money and Me: Beyond the Magnificent 7 - Where the Next Winners Hide

The market looks strong - but only a handful of stocks are doing the lifting. As 2026 begins, investors are grappling with a big question: can mega-cap dominance last, or is leadership finally startin...

21 Jan 17min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
bathina-en-podcast
svd-tech-brief
borsmorgon
lastbilspodden
fill-or-kill
avanzapodden
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-inga-dumma-fragor-om-pengar
kvalitetsaktiepodden
affarsvarlden
dynastin
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi