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BT Market Focus

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

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.

PublishesDailyEpisodes746Founded4 years ago
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Latest Episodes

Volatility in AI-linked technology stocks, globally and across Asia, continues to rise. Indonesia faces uncertainty over a possible MSCI downgrade, and traders remain on high alert for Japan’s yen intervention.

In this episode of Market Focus Weekl... more

Market news for July 2, 2026: Asian stocks fell ​today, following the sell off in US technology shares overnight. US President Donald Trump praised US-Iran talks in Doha. Crude prices fall to four-month lows amidst growing oil glut expectations.

Sy... more

Market news for July 1, 2026: Asian shares opened the new quarter cautiously as stalled US-Iran diplomacy clashed with rising US bond yields. The Japanese yen sank to fresh 40-year lows, fuelling intervention jitters, while investors braced for criti... more

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Market news for June 30, 2026: Asian stocks closed a sparkling quarter at record highs as oil fears eased. Meanwhile, a resurgent dollar pushed the yen to four-decade lows amid shifting US rate expectations. Gold prices stumbled, marking their sharpe... more

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Recent Guests

Oriano Lizza
Sales Trader at CMC Markets
CMC Markets
Episode: AI-fueled stock surge meets oil’s 10% drop: Is the energy crisis over?
José Torres
Senior Economist at Interactive Brokers
Interactive Brokers
Episode: The war is three months old, stocks are at record highs and the Fed is talking hikes
Thomas Rupf
Co-Head, Singapore and Chief Investment Officer, Asia
VP Bank (as cited in the episode)
Episode: Higher for longer: what a stalled peace deal means for Asian investors
Pete Tan
Portfolio Manager at Phillip Capital
PhillipCapital
Episode: From whiplash to record highs: how long can the peace rally last?
Ritesh Ganeriwal
Head of Investment Advisory
Syfe
Episode: Quarter-end gloom: Mispriced assets, gold's stumble and Asia's energy reckoning
Ray Heung
Senior Investment Strategist
Standard Chartered Bank
Episode: Oil shock's rate repricing: G4 holds, gold bullish, dollar firms
Steve Sosnick
Chief Strategist at Interactive Brokers
Interactive Brokers
Episode: Oil shock stalls stocks: Geopolitical risk trumps fundamentals
Raisah Rasid
Global Market Strategist at JP Morgan Asset Management
JP Morgan Asset Management
Episode: Gold’s plunge, a new Fed chair and Asia in flux
Herald van der Linde
Head of Asia Equity Strategy at HSBC
HSBC
Episode: Asia’s stocks jump early, and investors are asking if it will last

Host

Howie Lim
Host of Market Focus Weekly; affiliated with The Business Times / BT Podcasts; regularly fronts daily market briefings.

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Talking Points

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From whiplash to record highs: how long can the peace rally last?
Q: So given the dramatic shift in market sentiment from Monday to April 16th, how sustainable is this war diplomacy ease rally, particularly if an official peace deal remains unconfirmed?
Pete Tan argues that while the worst may be over and sentiment optimistic, the rally has leaks and remains headline-driven; long-term sustainability will depend on whether diplomacy translates into durable peace and on how oil prices evolve, with AI earnings and macro growth broadening the support.
AI-fueled stock surge meets oil’s 10% drop: Is the energy crisis over?
Q: What role does the US dollar play as risk appetite improves in global markets?
The dollar remains strong as a reserve currency and a safe haven, with growth and yield attributes keeping it in focus even as risk appetite improves; this supports continued dollar strength alongside higher rates.
AI-fueled stock surge meets oil’s 10% drop: Is the energy crisis over?
Q: How solid is the recent surge in global stock markets and what is driving it?
The surge is driven by a mix of AI enthusiasm and underlying economic growth, but the two factors aren't perfectly aligned; markets are pricing in capex and the monetization potential of AI rather than just hype, and inflation dynamics still constrain policy moves.
Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?
Q: What is the realistic path for rates given inflation and geopolitics this year?
Rate hikes are unlikely to be the base case; the focus is on a higher-for-longer regime with potential for gradual rate cuts only if inflation moves decisively lower and credibility remains intact.
Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?
Q: Do you think the leadership change at the Fed would mean something different for its long-term strategy for managing the economy?
The Fed functions as a committee, not a single person, and decisions will continue to depend on inflation data and geopolitical context; the leadership change adds perspective but does not instantly redefine policy.

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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?

Daily market wrap-style episodes cover breadth of regional and global markets, with a focus on how geopolitical events, central bank signals, and commodity moves drive risk sentiment and asset correlations. Topics frequently include AI-driven themes in tech and equities, notable IPOs or corporate headlines, oil and currency dynamics, and the impact of Middle East tensions on risk appetite. The format tends to pair rapid price action with macro context and practical takeaways for traders and investment professionals, sometimes supplemented by guest expert perspectives. A standout aspect is the ongoing emphasis on AI narratives (and related IPO chatter) as a thematic driver alongside traditional macro drivers, making the show a useful quick-r... more

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2. BT Money Hacks
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BT Market Focus launched 4 years ago and published 746 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. Oriano Lizza
2. José Torres
3. Thomas Rupf
4. Pete Tan
5. Ritesh Ganeriwal
6. Ray Heung
7. Steve Sosnick
8. Raisah Rasid

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