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BT Market Focus

The Business Times
Oil Prices
Gold
Japan
Oil
Artificial Intelligence
Federal Reserve
Iran
United States
Singapore
Brent Crude
Nvidia
US Dollar
US Federal Reserve
China
Donald Trump
Silver
Bank Of Japan
Bitcoin
Asian Markets
South Korea

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.

Produced by BT Podcasts, The Business Times, SPH Media.

PublishesDailyEpisodes807Founded4 years ago
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Latest Episodes

Market news for September 29 2026: Surging oil prices and rising US Treasury yields pressured stocks as markets braced for prolonged high interest rates. Australia raised rates to a 15-year high, while Anthropic’s $2 trillion valuation target highli... more

Market news for September 28 2026: Global markets slumped as surging oil prices and growing rate hike fears rattled investors. With the US rejecting Iran’s Strait of Hormuz truce proposal, Brent crude climbed past $107, pressing bonds and sinking Asi... more

Treasury yields at 20-year highs. Oil swinging wildly above US$100. Gold sliding while copper soars. Are markets pricing in reality — or just riding the hype?

Correspondent Howie Lim sits down with Desmond Fu, head of investment management Singapor... more

Market news for September 24 2026: Japanese bond yields surged to thirty-year highs as global debt markets tumbled, while Asian equities traded mixed. Investors weighed persistent Middle East tensions and upcoming US and China trade talks against sti... more

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Recent Guests

Ninghui Liu
Head of Investment Strategy and Research, APEC, at State Street Investment Management
State Street Investment Management
Episode: Unpacking macro shifts and AI realities
Harold van der Linde
Head of Equity Strategy, Asia-Pacific
HSBC
Episode: What oil, yields, and AI capex boom are really telling us
Derrick Kam
Asia economist at Morgan Stanley
Morgan Stanley
Episode: Why Asia's inflation scare may be overstated: a Morgan Stanley economist explains
Arun Sai
Senior Multi-Asset Strategist
Pictet Asset Management
Episode: Records, rate cuts and the yen’s reckoning
Walter de Oude
Founder of Chocolate Finance
Chocolate Finance
Episode: Greed is bad, patience is good: Walter de Oude's case for tuning out the noise
Martin Hennecke
Head of Asia and Middle East Investment Advisory
St. James's Place
Episode: Chips up, Meta down and a Fed on hold: making sense of a week that went in every direction
Mitul Kotecha
Head of FX and EM Macro Strategy, Asia at Barclays
Barclays
Episode: Oil at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next
Yap Fook Hien
Senior Investment Strategist at Standard Chartered Bank
Standard Chartered Bank
Episode: Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading
Yun Liu
Senior ASEAN Economist
HSBC
Episode: Hawkish Fed, hot inflation, fragile currencies: ASEAN's delicate balancing act explained

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Unpacking macro shifts and AI realities
Q: How does China's economy fit into the global AI adoption narrative?
China's inflation is soft while desktop and manufacturing capacity gains are pursued; the guest highlights that deployment of existing AI into manufacturing and agriculture may outperform, with a focus on domestically produced semiconductors and self-reliance as pivotal.
Unpacking macro shifts and AI realities
Q: What is driving inflation currently, and how long might the rate hiking cycle persist?
The guest points to a mix of oil-related supply shocks and ongoing energy price pressures, with policy credibility in question; he expects the trajectory of rate hikes to extend beyond a single move, possibly another one or two within the year.
What oil, yields, and AI capex boom are really telling us
Q: What is the most important leading indicator to watch for the next 30 days?
Bond yields are the dominant signal; watching the 10-year U.S. Treasury yield and related global yields will guide expectations for inflation, oil dynamics, and the AI capex cycle's impact on equities.
What oil, yields, and AI capex boom are really telling us
Q: How should investors think about the Yen carry trade and the broader liquidity shifts in Asia?
A move to unwind carry trades and stronger yields in other regions can reflect shifting liquidity; this may be temporary but could indicate a longer-term re-pricing in certain currencies and asset classes depending on monetary paths.
What oil, yields, and AI capex boom are really telling us
Q: What is driving the higher bond yields beyond oil and inflation, particularly in the context of AI investment and capex?
AI companies' heavy capex and borrowing create increased demand for funds, pushing up yields; this capex cycle can be a major driver of yields alongside traditional factors, changing the market dynamics for equities.

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Frequently Asked Questions About BT Market Focus

What is BT Market Focus about and what kind of topics does it cover?

This program delivers data-driven, cross-asset market updates with a focus on how macro drivers—oil, inflation, central bank policy, and geopolitical risks—shape equity and bond markets in Asia and beyond. Recent episodes emphasize rising oil prices, shifting bond yields, AI-driven capex cycles, and regional market nuances, with guests including regional strategists and financiers who explain why financing costs, currency moves, and sector dynamics (notably semiconductors and tech infrastructure) matter for valuation and portfolio positioning. The show also highlights how macro catalysts interact with corporate earnings and policy signals, offering listeners concise takeaways for risk management and strategy as markets move through volatile... more

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These podcasts share a similar audience with BT Market Focus:

1. BT Money Hacks
2. BT Correspondents
3. Live Well with Michelle
4. Money Talks
5. Deep Dive

How many episodes of BT Market Focus are there?

BT Market Focus launched 4 years ago and published 807 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on BT Market Focus?

Recent guests on BT Market Focus include:

1. Ninghui Liu
2. Harold van der Linde
3. Derrick Kam
4. Arun Sai
5. Walter de Oude
6. Martin Hennecke
7. Mitul Kotecha
8. Yap Fook Hien

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