Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks

Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks

US stocks have been swan diving in the run up to new US tariffs on Canada, Mexico, and China.

Set to take effect this afternoon (Singapore time), what could the tariffs mean for global stock markets?

Nvidia has tumbled 7% year to date despite strong earnings and guidance - what’s behind the drop?

We also analyze shifting Fed rate expectations and the impact on investors.

Singapore’s 6-month T-bill yield has hit its lowest since 2022 - what’s driving the decline, and are there better cash alternatives?

inally, we discuss China’s tech stocks following President Xi’s meeting with Jack Ma.

Join Michelle Martin as she chats with Cheng Chye Hsern, Head of Investment at Providend.

See omnystudio.com/listener for privacy information.

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Market View: Earnings strength doesn’t guarantee stock gains, High Rollers & Hot Commodities

Market View: Earnings strength doesn’t guarantee stock gains, High Rollers & Hot Commodities

Apple and Marina Bay Sands just delivered blowout results - but not all markets are celebrating. Apple posts its best iPhone quarter in years as China demand rebounds and services face pressure. Marin...

30 Jan 20min

Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Big Tech earnings are splitting the market right down the middle - Meta soars, Microsoft stumbles, and investors are asking whether AI spending is starting to bite. Big Tech earnings dominate today’s ...

29 Jan 23min

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again? The so-called Magnificent Seven now dominate both US and global indices, quietly shaping re...

29 Jan 21min

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Bad news is piling up, yet markets keep climbing - so which signal should investors trust? Gold surges past US$5,000 an ounce as investors hedge against trade wars, political risk and warnings of a lo...

28 Jan 24min

Market View: Boeing’s Comeback, India’s Trade Breakthrough and Big Tech’s Next Test

Market View: Boeing’s Comeback, India’s Trade Breakthrough and Big Tech’s Next Test

From aircraft crises to AI cables and a surprise trade pact, markets are being pulled in very different directions at once. Boeing’s earnings revive hopes of a turnaround as deliveries improve after y...

28 Jan 24min

Money and Me: Is Cash Quietly Making You Poorer?

Money and Me: Is Cash Quietly Making You Poorer?

Michelle Martin asks if falling interest rates are changing the maths for Singapore’s savers who love hoarding cash. With billions still parked in T-Bills and money-market funds, investors now face a ...

27 Jan 18min

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...

27 Jan 24min

Money and Me: The Boring Maths Behind Extraordinary Wealth

Money and Me: The Boring Maths Behind Extraordinary Wealth

Today Michelle picks up a thought-provoking book by a serial British entrepreneur Gary Ashworth. The book unpacks a simple framework; what if becoming rich wasn’t about genius or luck - but about repe...

26 Jan 22min

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