S2E42: Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?

from The Business Times Podcasts · host The Business Times

AI frenzy, rising inflation, and geopolitical shocks: Can the tech rally survive? Chief investment strategist Charu Chanana of Saxo breaks down the Fed's next move, the HALO trade, and the global fallout from a potential Samsung strike and the Trump-Xi summit. Highlights: 01:03 Will the Fed hike rates in 2026? 04:22 AI rally and HALO 07:42 Samsung strike threat 10:18 Trump-Xi summit 13:52 Sectors vulnerable to inflation --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Charu Chanana, chief investment strategist at Saxo Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.