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Market Focus

Emily Liu

The Business Times
The Business Times
Business
Join us at the closing bell — for a look at the day's markets and the news that drove them.

Episodes

11 Sep 2026
What oil, yields, and AI capex boom are really telling us
Oil prices just broke US$110 a barrel, bond yields are hitting multi-decade highs, and the yen carry trade is unwinding fast — this week's markets are a powder keg. In this episode of Market Focus Weekly, correspondent Howie Lim sits down with HSBC's Herald van der Linde to unpack the Strait of Hormuz shock, why AI capex — not fear — is now driving bond yields, Korea's staggering profit boom, and the one indicator every investor should watch next. Highlights: 03:03 Central banks vs. inflation expectations 06:00 Google's €13B AI bet amid market nerves 08:12 Asia's great decoupling: Korea, Japan, India 11:37 Is faith in US Treasuries fading 15:54 The one indicator to watch next --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Herald van der Linde, head of equity strategy, Asia-Pacific, HSBC 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.
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Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead. Produced by BT Podcasts, The Business Times, SPH Media.

Producers

Chai Pei Chieh • Claressa Monteiro

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