Money and Me: Reality Checks on AI Stocks, Fed Jitters & Bank Earnings
Update: 2025-11-19
Description
Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess.
We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors.
Cheng Chye Hsern, Head of Investment, Providend breaks down hyperscalers’ rising debt-fuelled capex and the red flags to watch.
Singapore’s big three banks report sharply different earnings - we explore how NIM compression, fee income and credit costs are reshaping the sector’s outlook.
Hosted by Michelle Martin, with insights investors need as volatility returns.
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