BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Uncertainty And Confusion Reigns For Tariffs

Uncertainty And Confusion Reigns For Tariffs

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank

07-Aug-25 07:00

Uncertainty And Confusion Reigns For Tariffs

US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask 

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what impact that would have on economies which are heavily titled towards E&E exports. We also ask if the weak US labour data changes the Fed Fund rate policy and the terminal rate.

Produced by: Natalie Tan

Presented by: Wong Shou Ning, Keith Kam, Elaine Boey


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  marketseconomy

Tags:  labour datatariffssemiconductorse&efed fund ratefed terminal rates





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Patrick Wong, Head of Hong Kong & Senior Analyst, Asia Pacific Real Estate at Bloomberg Intelligence, discusses Hong Kong’s property market outlook.

7:45 AM

Morning Brief

Adrian Pereira, Executive Director of the North South Initiative, discusses the direct hiring proposal by the Human Resource Ministry.

8:00 AM

The Breakfast Grille

Justin Tan, Managing Director of Exsim Hospitality Berhad, talks about the company's performance and strategy moving forward.

8:30 AM

Morning Brief

Dr Sonia Mycak of ANU examines Ukraine’s peace prospects as Russia’s latest strikes cripple energy infrastructure and worsen the humanitarian crisis.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter

9:15 AM

Opening Bell

(REPEAT) Patrick Wong, Head of Hong Kong & Senior Analyst, Asia Pacific Real Estate at Bloomberg Intelligence, discusses Hong Kong’s property market outlook.

9:35 AM

Ringgit & Sense

Ian Wong, Founder & CEO of Uno Advisers and licensed financial planner, shares the financial mistakes you don’t want to make in 2026.

10:05 AM

Open For Business

11:00 AM

Tech Talk

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Justin Tan, Managing Director of Exsim Hospitality Berhad, talks about the company's performance and strategy moving forward.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

4:05 PM

Health & Living

We peep behind the radiation machines of a hospital to find out about the role of the clinical medical physicist.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Talkback Thursday