rate hikes

Global Economy

JP Morgan sees more volatility ahead but is cautiously optimistic

SINGAPORE (Apr 19): Strong global demand should continue to fuel capital expenditure spending and trade but growth momentum for the global economy is moderating, says JP Morgan Asset Management (JPMAM) in its market outlook for the second quarter of 2018.

Investing strategies

Do rising yields spell the death knell of equities?

SINGAPORE (Feb 22): Investors shouldn't worry that a faster pace of rate hikes by the US Fed will drive up yields which could then negatively impact stock markets, says Bank of Singapore.

Global Markets

Increased volatility and higher yields part of package that comes with market normalcy: DBS

SINGAPORE (Feb 7): Don't panic, markets are simply showing signs of normalcy with more volatility and higher yields despite ongoing bouts of risk aversion, says DBS.

In print this week

Investors face higher market risks in 2018

SINGAPORE (Feb 2): The Federal Open Market Committee, meeting for the last time under outgoing chair Janet Yellen, left the federal funds rate unchanged on Jan 31 while paving the way for rate hikes under Yellen’s successor Jerome Powell.

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.

In print this week

Will we be crushed by reverse QE?

SINGAPORE (Aug 11): Forget the US Federal Reserve’s rate hikes. There is far more to be feared from the imminent reversal of quantitative easing (QE) by both the Fed and the European Central Bank (ECB).

Markets start to ponder the US$13 trillion gorilla in the room

(April 19): After heading into the uncharted territory of quantitative easing, the world’s central banks are starting to plan their course through the uncharted waters of quantitative tightening.

Currencies

Asia's carry-trade darling haunted by politics as Fed hikes loom

KUALA LUMPUR (March 30): Indonesia’s rupiah could reverse gains that made it emerging Asia’s top performer in 2016 as some of the currency’s key supports risk turning into Achilles heels.

DBS looks into 2017

Kiss goodbye to high REIT yields

SINGAPORE (Dec 20): DBS Group Research has an “underweight” rating on the Singapore REIT sector as it anticipates four interest rate hikes by the US Federal Reserve in 2017 alone.

Here’s the most underpriced event of the market this year and how to prepare for it

SINGAPORE (Aug 13): It’s true they say that stock investors have a short-term memory. While Brexit may have come as a rude shock to them, it turns out they aren’t pricing in the possibility of Donald Trump as the new US President either.
×