Season 2, Episode 584 · BT Market Focus
Oil pullback eases bond panic as global yields touch multi-decade peaks
1 Oct 2026 · 3 min
Episode notes
Market news for October 1 2026: US Treasury yields surged to multi-decade highs amid soaring energy costs and inflation fears, while Asian tech stocks rallied on strong AI demand. Although falling oil prices provided brief relief, investors remain cautious regarding potential Federal Reserve rate hikes. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts,…
Podcast
BT Market Focus
The Business Times · Business · English
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.
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Tech debt and Gulf shipping attacks send Asian equities sliding
Market news for October 8 2026: Tech debt sales and Gulf shipping attacks sent Asian equities sliding, while oil prices jumped and Treasuries faced pressure. Soaring yields buoyed the dollar, the euro hit 17-month lows, and corporate borrowing added to global sovereign bond market stress. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business…
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S2 · E587 · 7 Oct 2026 · 3 min
Asian and European stocks slide as surging oil prices fuel global anxiety
Market news for October 7 2026: European stocks and the euro fell as Brent crude surged past $100 on Middle East tensions and supply disruptions. US Treasury yields climbed to multi-decade highs ahead of key auctions. Gold slipped on dollar strength, while investors awaited Federal Reserve minutes for fresh rate clues. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced…
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S2 · E586 · 6 Oct 2026 · 3 min
Asian markets lifted by Nasdaq record and soaring Nvidia shares; Treasury yields hit 24-year highs
Market news for October 6 2026: Asian stocks advanced after a tech-fuelled rally pushed the Nasdaq to a record close, boosted by soaring Nvidia shares. Concurrently, the euro touched 17-month lows amid French fiscal concerns, while US Treasury yields hit fresh 24-year highs today across markets. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The…
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S2 · E585 · 5 Oct 2026 · 3 min
Asian stocks rally as Fed rate hike bets cool while Euro hits 17-month low
Market news for October 5 2026: Asian stocks rallied as Fed rate hike expectations cooled, while the euro hit a 17-month low amid French fiscal concerns. US Treasury yields held steady, oil prices eased, and Foxconn posted robust third-quarter revenue driven by strong artificial intelligence demand. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The…
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S2 · E61 · 2 Oct 2026 · 19 min
10-year Treasury hits 5.3%, oil surges and gold stumbles: M&G's Vikas Pershad on a market under pressure
Global bond yields hit multi-decade highs as oil prices surge, raising concerns over inflation and interest rates. Are markets underestimating the risks of higher-for-longer rates and the AI investment boom? Nicole Teo speaks with Vikas Pershad, portfolio manager, APAC Equities at M&G Investments, about AI valuations, China’s equity opportunities, US-China technology restrictions, and fiscal pressures across Asia. As investors navigate market volatility, the region’s broader investment opportunities may lie beyond the AI rally. Highlights: 03:53 Higher-for-longer bond yields and…
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S2 · E583 · 30 Sep 2026 · 3 min
Global bonds wobble in worst month for years as AI hopes buoy stocks
Market news for September 30 2026: Global bonds face their worst month in years amid rising inflation and soaring energy costs from the prolonged US-Israeli conflict. Meanwhile, Asian stocks remain resilient and upbeat today, driven entirely by surging investor optimism and strong hopes in artificial intelligence. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT…
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S2 · E582 · 29 Sep 2026 · 3 min
Surging oil and bond yields signal higher-for-longer interest rates
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 highlighted high-stakes AI optimism amidst broader market headwinds. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by:…
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S1 · E581 · 28 Sep 2026 · 3 min
Global markets rattled by surging oil, rate hike fears as Asia stocks sink
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 Asian equities amid heavy economic headwinds. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The…
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S2 · E60 · 25 Sep 2026 · 14 min
Bonds, oil, AI and copper - Decoding divergent signals in a shifting global economy
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 Singapore at Western Asset Management, to discuss AI productivity puzzle, bond market tremors, US-China rare earth leverage, Fed hawkishness, and Asian currency wars. In a higher-for-longer world, the difference between resilience and recklessness could be one rate hike. Highlights: 01:19 AI hype vs reality: Is the productivity boom real? 03:15 Bond…
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S2 · E580 · 24 Sep 2026 · 3 min
JGB yields hit 30-year high as Middle East risks and US-China talks weigh on markets
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 sticky inflation and hawkish central bank rate hike expectations. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT…
