Now that the US and China have finally met, did their discussion garner any real results? What’s next for these two economic powerhouses and global markets? How has gold been faring this week or is there a new metal in town? And what do the mega cap earnings represent? Howie Lim speaks to Pete Tan from Phillip Securities for more insights.

Highlights:

01:00 US-China meeting and market reactions

02:39 Fed rate cut and economic outlook

06:34 Mega-cap earnings and AI buildout costs

09:51 Gold, copper, and market outlook

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Pete Tan, portfolio manager, Phillip Securities

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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S2E18: US-China tango, Fed cuts & QT end and Dr Copper’s pulse