Records are being broken, currencies are wobbling, and everyone's arguing about AI — but which signals actually matter? On this week's Market Focus Weekly, Howie Lim presses Pictet's Arun Sai on the Fed's next move, whether the Bank of Japan (BOJ) can save the yen, and why AI's boom is splitting into winners and losers. From Seoul's wild swings to oil's war premium, Arun cuts through the noise with the calls that count. Listen now.

Highlights:

01:11 "Boring" CPI print is bullish for bonds

03:10 BOJ's credibility on the line as the yen slides

05:57 AI capex enters its "single stock dispersion" phase

09:34 Broader structural cooling for South-east Asia (SEA)

15:18 Is oil's war premium here to stay?

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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

With Arun Sai, senior multi asset strategist at Pictet Asset Management

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

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

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Records, rate cuts and the yen’s reckoning

BT Market Focus

Records, rate cuts and the yen’s reckoning