This week on Market Focus Weekly, host Emily Liu sits down with Cedric Ho, portfolio manager at MAD Partnership to discuss US President Donald Trump’s new tariffs and the recent interest rate decisions by the US Federal Reserve.

They also discuss earnings from leading tech companies and insights on the Japanese economy and potential future rate hikes.

Highlights:

01:17 US tariff negotiations update

04:03 Impact of US Federal Reserve decisions

06:06 Earnings season highlights

08:15 US dollar movements analysis

10:49 Thailand-Cambodia conflict

13:13 Bank of Japan policy meeting insights

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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

With Cedric Ho, portfolio manager, MAD Partnership

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Headline news for August 1, 2025: President Trump’s new tariffs on ASEAN and other trading partners, and the impact on global markets. China’s factory activity declined. Singapore issues crowd advisories.

Synopsis: A round up of global headlines to start your day by The Business Times.

Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg)

Produced and edited by: Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Market news for July 31, 2025: Asian markets down as Fed holds rates and Trump announces fresh tariffs on India; China factory output slows down; Bank of Japan offers cautiously upbeat view, keeps rates steady.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Follow Market Focus Daily and rate us on:

Channel: bt.sg/btmktfocus

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Website: bt.sg/mktfocus

Feedback to: btpodcasts@sph.com.sg

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

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Headline news for July 31, 2025: Canada and European nations move toward recognizing Palestine amid the Gaza crisis. The US imposes tariffs on South Korea, easing trade tensions. The dollar strengthens as the Fed holds rates steady. China’s manufacturing contracts. Singapore’s growth outlook improves, avoiding recession.

Synopsis: A round up of global headlines to start your day by The Business Times.

Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg)

Produced and edited by: Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Follow Lens On Daily and rate us on:

Channel: bt.sg/btlenson

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Apple Podcasts: bt.sg/lensap

Spotify: bt.sg/lenssp

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Website: bt.sg/lenson

Feedback to: btpodcasts@sph.com.sg

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 Mark To Market at: bt.sg/btmark2mkt

WealthBT at: bt.sg/btpropertybt

PropertyBT at: bt.sg/btmktfocus

BT Money Hacks at: bt.sg/btmoneyhacks

BT Market Focus at: bt.sg/btmktfocus

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Market news for July 30, 2025: Asian markets mixed as China-US talks end, eyes on tech earning; Trump says India might get 20-25% tariffs; Thai government slightly raises 2025 growth forecast to 2.2%; Temasek sees 10 times gain with 5.5 billion euro stake sale in Indian JV with Schneider.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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 Branded Podcasts at: bt.sg/brpod

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.

Singapore’s central bank today kept its monetary policy settings unchanged; Nissan will close its plants in Mexico and U.S. and Chinese officials agreed to seek an extension of their 90-day tariff truce.

Synopsis: A round up of global headlines to start your day by The Business Times.

Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg)

Produced and edited by: Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Follow Lens On Daily and rate us on:

Channel: bt.sg/btlenson

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Apple Podcasts: bt.sg/lensap

Spotify: bt.sg/lenssp

YouTube Music: bt.sg/lensyt

Website: bt.sg/lenson

Feedback to: btpodcasts@sph.com.sg

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 Mark To Market at: bt.sg/btmark2mkt

WealthBT at: bt.sg/btpropertybt

PropertyBT at: bt.sg/btmktfocus

BT Money Hacks at: bt.sg/btmoneyhacks

BT Market Focus at: bt.sg/btmktfocus

BT Podcasts at: bt.sg/podcasts

BT Branded Podcasts at: bt.sg/brpod

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.

Market news for July 29, 2025: Asian shares slip; The euro nurses losses; Implications of punishing tariffs and precious metals idle.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

Written by: Howie Lim (howielim@sph.com.sg)

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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 Branded Podcasts at: bt.sg/brpod

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.

Market news for July 28, 2025: Asian markets rise, euro boosted after EU strikes US trade deal; New crypto regulations in Singapore sees Tokenize out; Malaysia’s economy projected to grow 4% to 4.8% this year.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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 Branded Podcasts at: bt.sg/brpod

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.