Fed

Oil & Gas

Oil declines below US$72 a barrel following the Fed’s hawkish tilt

A rise in the dollar reduces the appeal of commodities priced in the currency.
Two inflation scenarios: and what to do about them - THE EDGE SINGAPORE

Global Economy

Two inflation scenarios: and what to do about them

Despite the increased inflation risks, we remain optimistic that our ‘good recovery’ scenario will play out.

Investing strategies

Time to stock up on defensive assets for a volatile 2H18, says State Street

SINGAPORE (June 25): State Street Corporation advises investors to start adopting a more defensive stance on expectations of global volatility in 2H18, as the environment becomes more challenging for risky assets such as such as global equities, high-beta

US Economy

Powell's Fed stays dovish but rates could rise faster than suggested

(Mar 22): The latest FOMC meeting appears to confirm that Chair Jay Powell’s Fed will remain dovish. Interest rates will rise slowly, while changes to the outlook will be incremental and reactive. Monetary policy is not set to turn “tight” until 202

Global Economy

Bond traders watch central-bank decisions to confirm 2018 rout

NEW YORK (Jan 22): The world’s biggest bond market probably needs a little push from central banks to prop up yields at the highest in more than three years.

Investing strategies

Saxo Bank predicts 'ugly end' to complacency bubble in 2018

SINGAPORE (Dec 8): Following a generally smooth-sailing year for global risk assets – one that came as a shock to bears and gold bugs expecting 2017 to be the year of volatility – Saxo Bank now sees the pendulum swinging back in favour of pronounced v

Broker's Calls

Buy S-REITs on dips as valuations remain stretched, advises OCBC

SINGAPORE (Aug 22): OCBC Investment Research is maintaining “neutral” on Singapore REITs (S-REITs) after all 24 REITs under its coverage reported 2Q17 results that came in line with its expectations, with overall distribution per unit (DPU) growth com

Global Economy

Fed starts to wonder if cornerstone inflation model still works

WASHINGTON (Aug 17): Federal Reserve officials are looking under the hood of their most basic inflation models and starting to ask if something is wrong.

Investing strategies

5 investment themes to prepare for the unexpected this year

SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overweight” in cash.
Ringgit

Currencies

Things will get worse for the Malaysian ringgit: BMI Research

HONG KONG (Jan 5): Malaysia’s ringgit, one of Asia’s worst-performing currencies over the past year, has further to fall, according to BMI Research.
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