Iran signs a peace deal, the Strait of Hormuz reopens, and markets rally — but is the relief built to last? This week on Market Focus Weekly, portfolio manager Pete Tan analyses what a "fully live" Fed means for your portfolio, why Japan's BOJ is walking a tightrope, how China's export boom masks a consumer crisis, and why energy security — not green ideology — is now the defining constraint for Asia's growth story.

Highlights:

01:09 Warsh’s “fully live” Fed

03:59 BOJ’s historic rate hike

07:01 ASEAN’s energy paradox

08:51 Singapore’s stagflation?

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Send us your questions, thoughts, story ideas, and feedback to [email protected].

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Written and hosted by: Howie Lim ([email protected])

With Pete Tan, portfolio manager at PhillipCapital

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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