S2E47: A fully live Fed, historic BOJ hike and Singapore's stagflation problem

Iran signs a peace deal, the Strait of Hormuz reopens, and markets rally — but is the relief built to last? This week on Market Focus Weekly, portfolio manager Pete Tan analyses what a "fully live" Fed means for your portfolio, why Japan's BOJ is walking a tightrope, how China's export boom masks a consumer crisis, and why energy security — not green ideology — is now the defining constraint for Asia's growth story. Highlights: 01:09 Warsh’s “fully live” Fed 03:59 BOJ’s historic rate hike 07:01 ASEAN’s energy paradox 08:51 Singapore’s stagflation? --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Pete Tan, portfolio manager at PhillipCapital 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.