This week on Market Focus Weekly, host Emily Liu sits down with Cedric Ho, portfolio manager at MAD Partnership to discuss US President Donald Trump’s new tariffs and the recent interest rate decisions by the US Federal Reserve.

They also discuss earnings from leading tech companies and insights on the Japanese economy and potential future rate hikes.

Highlights:

01:17 US tariff negotiations update

04:03 Impact of US Federal Reserve decisions

06:06 Earnings season highlights

08:15 US dollar movements analysis

10:49 Thailand-Cambodia conflict

13:13 Bank of Japan policy meeting insights

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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: Emily Liu (emilyliu@sph.com.sg)

With Cedric Ho, portfolio manager, MAD Partnership

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily & Chai Pei Chieh

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

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S2E5: US tariffs, Fed signals, and why Asian markets are staying cool