AI frenzy, rising inflation, and geopolitical shocks: Can the tech rally survive? Chief investment strategist Charu Chanana of Saxo breaks down the Fed's next move, the HALO trade, and the global fallout from a potential Samsung strike and the Trump-Xi summit.

Highlights:

01:03 Will the Fed hike rates in 2026?

04:22 AI rally and HALO

07:42 Samsung strike threat

10:18 Trump-Xi summit

13:52 Sectors vulnerable to inflation

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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 Charu Chanana, chief investment strategist at Saxo

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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Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?

BT Market Focus

Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?