Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

We start in Singapore where  the MAS has tightened policy for the first time since 2022, even as safe-haven flows push interbank rates lower - a rare divergence. Goldman Sachs delivers blockbuster earnings, powered by AI-driven trading and a resurgence in dealmaking - but investors still hit the sell button.  Global markets rebound on Iran ceasefire hopes, while oil volatility continues to signal underlying geopolitical risk. In corporate news, luxury giant LVMH disappoints, CATL eyes a massive capital raise, and Keppel flags second-order shocks. Closer to home, the STI slips, with Hongkong Land dragging while Sembcorp Industries provides a bright spot. We digest market news in this conversation with Michelle Martin and Ryan Huang.See omnystudio.com/listener for privacy information.