Stock take today: Fed signals more cuts amid divisions, yen weakens against SGD
Hairianto Diman and Syahida Othman speak with Tony Nash, Founder & CEO, Complete Intelligence
Hairianto Diman and Syahida Othman speak with Tony Nash, Founder & CEO, Complete Intelligence
https://www.bfm.my/content/podcast/two-more-fed-rate-cuts-likely-in-2025
Tony Nash, CEO of Complete Intelligence, expects the US Feds to implement two more rate cuts before the end of the year. He cautions investors to be prudent when investing in AI technology stocks, noting that intracompany investments among these firms could lead to double-counted revenues.
https://www.bbc.co.uk/programmes/w172zrs7fmvz1m8
Tony Nash joins BBC Business Matters to discuss the demnimis exemption for US imports; US GDP, the Fed and Lisa Cook; Korean shipyard investment in the US, etc.
https://www.bfm.my/content/podcast/no-cut-but-fed-faces-internal-tug-of-war
Tony Nash, CEO of Complete Intelligence, analyses the Fed’s July rate pause, shedding light on emerging divisions within the committee and the underlying forces behind the robust 2QGDP performance that came in at 3%.