BT Mark to Market: Rising costs bring the bears back (Ep 36)

A deteriorating outlook for inflation and interest rates is unnerving the market again. What does it mean for US stocks and Asian markets?

Listen.18:44
Published Mon, Oct 9, 2023 · 05:00 AM

Rising oil prices and stubbornly resilient economic activity may prompt the Fed and other central banks to keep monetary policy tighter for longer than expected. This could be bad news for US tech stocks, Singapore real estate investment trusts and regional economies with weak current accounts.

Synopsis: Listen to senior correspondent Ben Paul’s analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

Highlights of the podcast:

02:03 Waning inflation sparked big rally last year

04:25 Oil prices, resilient growth reignite fears

09:47 Ebb and flow of tech, energy stocks 

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13:12 Regional currencies vulnerable to oil surge

Written and hosted by: Ben Paul (benpaul@sph.com.sg)

Edited by: Claressa Monteiro

Produced and edited by: Janice Tan

Recording engineer: Joann Chai Pei Chieh

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

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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.

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ABOUT THE PODCAST

BT Correspondents brings together some of The Business Times’ most trusted columnists in a single series. Featuring Mark to Market, WealthBT, TransportBT, and PropertyBT, weekly episodes deliver expert analysis and clear perspectives on stocks, wealth, mobility, and real estate. It is essential listening for professionals who want context, clarity, and depth.