US Markets Wrap: Fed Cuts, Strong Earnings, and the AI Supercycle

Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Most of us in Singapore don’t think twice about the longkang, until it floods. And we rarely think about the people who keep them clear, even though their work keeps our city safe from floods, pests, and disease. Too often, these essential jobs are stigmatised, seen as “less meaningful” or “less dignified.” The Breakfast Show invites Shaik Nifael, Founder, Jetters Incz to share how he built a company in one of Singapore’s least glamorous industries and turned it into a purpose-driven business recognised as a Companies of Good.See omnystudio.com/listener for privacy information.

Asia’s financial markets are undergoing a quiet revolution. Instead of relying on global capital, more Asian households and institutions are now channeling their vast savings into local investments. HSBC calls this the Asia Buys Asia mega-trend - one that could reshape financial resilience, investment flows, and the role of Asia in global markets. Herald van der Linde, Head of Equity Strategy for Asia Pacific at HSBC shares what this means for investment opportunities.  Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

How closely were you following the news this month? September was undoubtedly a busy time: we saw a slew of global and local headlines from a big shakeup of the US's HB-1 visas, to Charlie Kirk's high profile assassination and Singapore's parliamentary debates.  Play along and let us know how well you do!   Presented by Audrey Siek, Ryan Huang and Emaad Akhtar Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Lithium Americas shares nearly doubled after reports that Washington may take a 10% stake in its Nevada project. Join Dan Koh and Ryan Huang as they break down what this means for the Thacker Pass mine, U.S. EV supply chains, and whether this stock is a speculative trade or a long-term strategic investment.See omnystudio.com/listener for privacy information.

Joint bank accounts are a pretty common occurrence between couples and families.  But would you open a shared account with a friend as a means to invest more in the bond you have with them? Some are already doing so, and reporting stronger friendships as a result. This is not to say that such a move is not without its risks. Emaad, Ryan and Audrey dive into the positives and negatives on Breakfast Bites!   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo credit: Pixabay & its talented community of contributors Music credit: iStock & its talented community of contributorsSee omnystudio.com/listener for privacy information.

U.S. stocks stumbled for a second day as AI leaders like Nvidia, Oracle, and Micron lose momentum amid concerns over sky-high valuations. Dilin Wu, Research Strategist, Pepperstonediscusses the risks and opportunities in tech, the bullish gold rally, and the dollar’s surprising strength. We explore what it all means for markets, Fed policy, and investors seeking opportunities across U.S. and Asian equities. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

AI is reshaping how we work, but while 81% of organisations are piloting or scaling AI, only 15% succeed. So what separates flashy AI pilots from enterprise projects that truly scale? The Breakfast Show speaks with Russell Fishman, Global Head of AI Solutions at NetApp to discuss why so many projects stall, which industries stumble most, the true cost of failed pilots, and the detailed solutions enterprises need to scale AI responsibly.See omnystudio.com/listener for privacy information.

A new REIT has arrived on the SGX, and it’s all about accommodation! With its focus on worker dorms and student housing, Centurion Accommodation REIT is offering projected yields of 7 to 8 percent! Join Dan Koh and Ryan Huang as they unpack its IPO details, strengths, and risks, and ask whether this new REIT belongs in your portfolio. See omnystudio.com/listener for privacy information.

The United Nations marks its 80th General Assembly in New York this week, with leaders gathering to debate conflicts in Gaza and Ukraine alongside wider challenges facing the global community. From humanitarian crises to climate risks and women’s rights, the session comes at a moment when international cooperation is being put to the test. What should we watch for in the days ahead, and how might Singapore position itself in this complex landscape? Bhavan Jaipragas, Deputy Opinion Editor at The Straits Times, joins the Breakfast Show to share his insights.See omnystudio.com/listener for privacy information.