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The Fed
Global Economy
Yield curve normalises
The yield curve has normalised with Fed dot plot indicating an FFR of 4.4% by end-2024
September 19, 2024
Tong's Portfolio
Stocks are priced to near perfection, but reality will surely disappoint equity investors
Can disinflation continue with rising wages?
February 07, 2024
Right Timing
Equity markets dictated by rising risk-free rates
Straits Times Index to remain rangebound as US risk-free rates continue to rise
September 22, 2023
Tong's Portfolio
Balance high-risk opportunistic buys with low-risk assets in your portfolio
Are interest rates going to fall in the coming months?
February 09, 2023
Banking & finance
Tailwind lifts profits of local banks as they chart growth trajectories
Banks' double-digit earnings growth were buoyed by NII. DBS, UOB have a cautious 2023 outlook, OCBC is a lot more positive
November 09, 2022
Banking & finance
Banks are best proxies for inflation, rising interest rates and continued growth
Banks are best proxies for rising interest rates and inflation as CASA remains main source of funding with expenses controlled
February 17, 2022
REITs
Hawkish tone on rate rises persists as risk-free rates advance
As rising risk free rates pressure REIT unit prices, some REITs attempt to outgrow the rise in REIT yields through rising DPU.
February 09, 2022
REITs
REIT investors keep an eye on rates as tightening begins
Higher interest rates are not great for REITs but some can grow their way out of expanding DPU yields
January 20, 2022
Global Economy
Should we fear inflation in 2021? Bank of Singapore's chief economist weighs in
Bank of Singapore’s chief economist Mansoor Mohi-uddin says inflation is set to pick up again in the first half of 2021.
December 21, 2020
US Presidential Race
Gauging the market’s predictions for the US presidential election in four charts
SINGAPORE (Nov 8): The US presidential election have many experts and bookmakers throwing out different percentages, odds and polls about a Clinton or a Trump win, but who is the market predicting will win?
November 08, 2016