Market View: US Tariff whiplash, Data Centre Power Plays, and Earnings in Focus

Markets are anything but sleepy this morning as we come to grips with US global tariff hikes to 15%.  US President Donald Trump is reimposing temporary 15% tariffs after a Supreme Court setback - Michelle asks what this means for Singapore exporters and global trade deals. MIchelle and Ryan unpack how Digital Core REIT, backed by Digital Realty, is pivoting to an “offensive” strategy despite a vacant US asset and weak unit performance. We examine how earnings take centre stage with Nvidia, Workday, Dell Technologies and Intuit all reporting this week. In UP or DOWN, we size up Latin America’s record rally, Rolls-Royce Holdings’ buyback plans, CoreWeave’ funding jitters, and Minor International’ debt-cutting REIT ambitions. Closer to home, the STI extends gains past 5,000 as Yangzijiang Shipbuilding and Genting Singapore outperform while Singapore Exchange lags. And for our Last Word, both explore how Japan’s “nekonomics” turned feline fandom into a multi-billion-dollar GDP contributor.See omnystudio.com/listener for privacy information.