What Fed rate cuts mean for gold, the dollar and local stocks

The US Federal Reserve finally cut interest rates this week — but what does it really mean for investors in Asia? In this episode of Market Focus Weekly, Emily Liu speaks with Yujun Lin, CEO of Interactive Brokers Singapore, about the Fed’s outlook, the global reaction, and what it signals for gold, the US dollar, and capital flows into Asia. They also break down the rally in Chinese tech stocks, and explore how Singapore’s banks and Reits could fare in a lower-rate environment. Highlights: 03:12 Singapore investors react to rate cut 05:51 Gold and US dollar movements 08:35 Chinese AI rally 11:08 Can China catchup to US in AI? 14:00 Will S-Reits benefit from rate cut? --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Emily Liu ([email protected]) With Yujun Lin, CEO, Interactive Brokers Singapore Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & 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.