Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Published on 19 Nov 2025
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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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