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US Federal Reserve (The Fed)
Global Economy
Will the Fed overdo it?
The US Federal Reserve is clearly determined to bring down inflation.
January 31, 2023
US Economy
US inflation to pose fresh test for Powell's Fed
Policy makers are already signaling that rates may peak at a higher level than previously assumed.
November 06, 2022
Tong's Portfolio
Bonds will recover faster with worst of rate hikes done
Bonds will recover faster with worst of rate hikes done.
November 03, 2022
Broker's Calls
CLSA lifts all three TPs of Singapore banks on higher-than-expected NIMs
The banking sector is also the only sector in the market to benefit from the rising rates, note the analysts at CLSA.
October 12, 2022
Tong's Portfolio
Into a recession or stagflation? Sold stocks to raise cash
We think the current optimism that the US economy — and stocks — would emerge largely unscathed may be misplaced.
September 15, 2022
US Economy
Despite what the Fed is saying about soft landings, history disagrees: Schroders
Economist Keith Wade believes The Fed stop giving "false hope" and start forecasting a recession despite the political outcomes.
September 05, 2022
Global Markets
Stocks face another sharp slide after Powell's hawkish pivot
"The game of assessing the Fed .. has shifted from guessing how high the peak rate might be to also how long it might stay"
August 28, 2022
Currencies
US dollar strength perseveres as Fed’s inflation concerns persist: Bank of Singapore
Fed officials, alarmed at the prospect of looser financial conditions, are pushing back against the view of a 2023 easing cycle.
August 26, 2022
Tong's Portfolio
The cost of US hegemony to the rest of the world
As we said before, US exceptionalism was paid for, in no small part, by the rest of the world.
July 28, 2022
Investing strategies
Will the global economy stay stable or tumble like a house of cards?
Lombard Odier provides a strategy to invest amid uncertainties.
July 21, 2022