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Fed
Right Timing
STI’s upside from breakout remains valid as risk-free rates fade, but stay watchful for FOMC
STI's breakout and upside remain valid as risk-free rates start easing, and PBOC, new fund trigger rally in Hang Seng Index
January 26, 2024
Right Timing
Hiccup in S-REIT rally as risk-free rates rebound
S-REITs likely to go off the boil in response to rebound in US risk-free rates
January 04, 2024
Global Economy
The world needs a humble approach to central banking
Central banks cannot solve all that ails our economies
December 20, 2023
US Economy
Fed open to another rate hike after expected increase this month
'It's really too early to say that we’ve declared victory on inflation'
July 17, 2023
Right Timing
Equity markets may have discounted Fed pause, China slowdown
As the Fed pauses, PBOC eases, DBS forms minor base while investors hope recession is averted
June 15, 2023
US Economy
Fed signal for rate pause takes pressure off hot jobs report
The FOMC has raised rates by 5 percentage points in the past 14 months to curb inflation running more than double their 2% target.
June 01, 2023
Right Timing
STI could bounce off support but narrow range to persist
STI may rebound but likely to stay rangebound; 10-year treasury yield tests support and looks weak technically
May 05, 2023
US Economy
Fed expected to slow rate hikes in signal work's not over
"The policy rate is likely to stay at peak for quite some time."
February 01, 2023
Global Economy
Powell and the markets talk past each other
The Fed faces, and will continue to face, a tricky communication challenge
December 04, 2022
Global Markets
What strategists are saying about Fed outlook and a wild ride in US markets
While positive turnarounds are often viewed as a good sign, that might not be the case here.
January 25, 2022