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US Federal Reserves
US Economy
El-Erian says Fed risks losing control of messaging on US rates
The Fed needs to recover its credibility on forward guidance with the markets
December 05, 2023
US Economy
Powell brushes off rate-cut bets as Fed moves carefully
'It would be premature to conclude with confidence that we have achieved a sufficiently restrictive stance'
December 02, 2023
US Economy
Yield uncertainty will persist even if the Fed is done raising rates
Not so fast, unfortunately, for all of us who hope for greater certainty and less yield volatility
November 12, 2023
Banking & finance
When more financial regulation is not better
Sensible regulation depends on knowing when a tool loses effectiveness and becomes counterproductive
November 01, 2023
US Economy
Even Jerome Powell is having trouble reading this economy
'By the way, I’m not blessing any particular level of longer-term rates'
October 22, 2023
US Economy
How the 'yield curve' is scrambling recession signals
Rather than the curve changing shape because short-term rates are falling, it is changing shape because longer yields are surging
October 19, 2023
Global Markets
Trading Places? Don’t get carried away by the noise
I have no intention of trading places with my Wall Street friends in the US and will gladly stick to safe sunny Singapore
October 12, 2023
US Economy
Fed officials head toward another pause after surge in yields
The Fed has finally recognized the fact that the rise in real rates is having an effect
October 10, 2023
US Economy
Jamie Dimon’s 7% rates may come even without the Fed's help
What these headlines miss is the fact that a lot of tightening has already happened since policymakers last raised rates in July
October 01, 2023
Global Markets
The Fed has rained on the parade, but investing locally retains its positives
Assuming no turbulence, I am glad my Singdollar dividends will go much further when I head to France and Japan
September 28, 2023