US Markets Wrap: Earnings, Treasuries, and Tech

Singapore’s economy outperformed expectations with 2.9% growth in the third quarter, showing resilience even as global uncertainties weigh on trade and manufacturing. With the Monetary Authority of Singapore holding policy steady, what does this mean for inflation, property, and investment sentiment going into 2026? OCBC’s Chief Economist Selena Ling unpacks what’s behind the surprise upside, where the next headwinds could emerge, and how Singapore can ride Southeast Asia’s growth wave while keeping its footing in a shifting global landscape.See omnystudio.com/listener for privacy information.

Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors breaks down the market’s next technical turns. From his bullish stance on Financials ahead of earnings to his call for Treasuries to keep climbing, Newton shares where he sees strength and why he’s staying bearish on crude oil. Plus, we’ll dive into why he still thinks semiconductor stocks have more room to run.See omnystudio.com/listener for privacy information.

Here’s a number that might surprise you: Nine out of ten megaprojects still miss their targets, despite all the new digital tools and technologies we have today. And the problem isn’t always technical, it’s human. On Mind Your Business, the Breakfast Show invites Muriel Demarcus, CEO of Marsham Edge to share what’s broken in the world of big projects, how Singapore’s innovation ecosystem helped her rebuild her career, and what it takes to succeed when the odds, and the industry, are stacked against you.See omnystudio.com/listener for privacy information.

After years of roaring demand and luxury-brand valuations, Ferrari has shifted gears, issuing cautious long-term guidance and trimming its electric ambitions just as rivals accelerate. Join Dan Koh and Ryan Huang as they find out what spooked investors, how the Elettrica fits into a slower EV roadmap, and if discipline or hesitation is driving Maranello’s next decade.See omnystudio.com/listener for privacy information.

Today on Breakfast Bites, we’re talking about financial compatibility; that sweet spot where love meets money, and some tips for those who spend differently from their partners. Audrey and Ryan discuss “money personalities” (Are you a spender, saver, avoider or planner?), and how to work towards a future together without changing the other person.   Presented by Audrey Siek & Ryan Huang  Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Rising tariffs from the US are rippling through global supply chains, forcing Singapore exporters to adapt in new ways. To help, the government has launched the Business Adaptation Grant (BizAdapt) offering up to $100,000 to support firms in reconfiguring operations, diversifying markets and seeking trade advisory services. Mark Lee, Vice-Chairman of the Singapore Business Federation, joins the Breakfast Show to unpack how the scheme can help businesses navigate tariff pressures, which sectors are feeling the impact most, and what it will take for Singapore companies to stay competitive in an uncertain trade landscape.See omnystudio.com/listener for privacy information.

Markets are reeling after Donald Trump’s latest tariff move on China, sending investors scrambling and tech stocks tumbling. Is this the start of a deeper downturn or just another short-term correction? We break it down with Oriano Lizza, Sales Trader at CMC Markets, as we unpack the ripple effects across equities, AI, and commodities. Plus, with gold soaring past $4,000 an ounce and US banks kicking off Q3 earnings amid looming rate cuts, what should investors brace for next?See omnystudio.com/listener for privacy information.

Global trade tensions and rising tariffs are forcing businesses across Asia to do more with less, and legacy ERP systems may be holding them back. The Breakfast Show invites Seth Ravin, CEO of Rimini Street to find out why many believe “ERP as we know it is dead,” what strategies enterprises in Singapore and the region are adopting to stay agile, and what this shift means for Asia’s long-term competitiveness in a volatile global economy.See omnystudio.com/listener for privacy information.

You must have heard the term "treat yourself". Any excuse is a good excuse. You got a promotion? Celebrate and treat yourself. Didn’t get that promotion? Treat yourself. It’s Monday - cheer yourself up and treat yourself. If it’s Friday... party time and treat yourself! Treat culture is huge online, with millions sharing their little treat hauls, and younger workers deciding to lean into enjoying life now. But has Gen Z taken ‘treat yourself’ to a whole new level?    Presented by Audrey Siek & Ryan Huang  Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Tata Capital’s blockbuster IPO marks Tata Group’s bold entry into India’s fast-growing NBFC space and  one of 2025’s biggest listings. Find out with Dan Koh and Ryan Huang as they unpack its retail and SME focus, and how it stacks up against Bajaj and Shriram as investors hunt for the next compounding financial stock.See omnystudio.com/listener for privacy information.