Tariffs, trade deals and Tokyo wobbles
US inflation might be showing signs of easing but is that just the calm before another storm? Japan’s bond market is twitchy, Indonesia has inked a new trade agreement, and there’s fresh chatter about what a leadership change at the Fed could mean for the global economy.
In this week’s Market Focus Weekly from The Business Times, host Emily Liu checks in with Radhika Rao, senior economist at DBS, to walk us through what’s really driving the markets across Asia.
Why listen?
Because US tariffs may finally be hitting wallets We unpack whether sticky inflation is being stirred up by protectionism—and what knock-on effects we’re seeing in Asia.
Because Indonesia’s new trade deal deserves more than a headline Radhika breaks down who stands to gain, what the long-term impact could be, and why this matters for Asean investors.
Because Japan’s bond market is on edge From yield curve volatility to currency pressure, we explore what’s spooking investors—and how much elections might add to the uncertainty.
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And because a change at the US Fed could shake up everything What would a new Fed chair mean for interest rates, the dollar, and Asia’s monetary outlook?
Market Focus Weekly is your essential catch-up on the signals shaping Asian markets. Listen now at bt.sg/podcasts. Got feedback or a hot topic in mind? Email us at btpodcasts@sph.com.sg.
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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
With Radhika Rao, executive director & senior economist, DBS Bank
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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