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Fed
US Economy
Fed officials fret over how far they can lower interest rates
'It remains to be seen how much further interest rates will decline or where they might eventually settle'
14 days ago
US politics
Powell doesn't fear Trump. He also can't contain him
The president-elect has been sharply critical of Powell, whom he appointed in 2018.
15 days ago
US Economy
Trump's victory casts a shadow over the Fed
Trump’s most direct way to influence the Fed will come through appointments of key personnel in coming years
22 days ago
Right Timing
Higher risk-free rates may stymie STI as Chinese ETFs turns volatile
US risk-free rates continue to rise but the yield curve has normalised. STI and Chinese ETFs are set to consolidate further.
October 11, 2024
Right Timing
REIT Index breaks out; lack of liquidity may stymie STI’s breakout
As FTSE REIT Index breaks out, STI approaches resistance, S&P 500 attempts break out.
August 30, 2024
REITs
How the Fed will help Singapore REITs outshine banks
REITs with Singapore assets may find favour with investors while banks' NII may ease as Fed pivots
August 29, 2024
Property
Fed pivot makes it easier for CapitaLand Investment and City Developments to achieve targets
The business models of CLI and CDL have diverged but they still rely on Fed action, credit liquidity
August 29, 2024
Right Timing
STI could move gradually higher during the summer despite the Fed’s high-for-longer stance
STI likely to move higher during the summer despite elevated FFR and Fed's high for longer stance
May 31, 2024
US Economy
Powell keeps rate cuts on table but leaves timing less certain
Most Fed watchers expect just one cut now
May 02, 2024
US Economy
Fed keeps rates steady while Powell says March cut unlikely
The S&P 500 fell 1.6%, the most since September
February 01, 2024