Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess. We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors.  Cheng Chye Hsern, Head of Investment, Providend breaks down hyperscalers’ rising debt-fuelled capex and the red flags to watch. Singapore’s big three banks report sharply different earnings - we explore how NIM compression, fee income and credit costs are reshaping the sector’s outlook. Hosted by Michelle Martin, with insights investors need as volatility returns.See omnystudio.com/listener for privacy information.