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Fed interest rates
Tong's Portfolio
Bonds, not stocks, provide near-term investment opportunities with positive real yields and little risks
In fact, the bond market has already been seeing increasing fund inflows in recent weeks.
November 24, 2023
Tong's Portfolio
Higher-for-longer interest rates will trigger credit risks ... and recession
Over the coming months, bonds will regain attractiveness.
November 17, 2023
Tong's Portfolio
Global recession, or worse, increasingly likely
No reason for Fed to reverse higher-interest-rates-for-longer policy.
March 16, 2023
Global Economy
Full steam ahead — inflation will not derail for love nor money: Saxo Bank
Jakobsen was already warning about inflation as far back as late 2019
August 11, 2022
Tong's Portfolio
Amazon and CrowdStrike gain from secular growth in cloud migration
That said, monetary policies remain very accommodative and liquidity is ample from a long-term historical point of view.
March 24, 2022
Tong's Portfolio
Tech's network effect' will create its own constraints on demand
We may now be entering the next phase, where disruptors are increasingly being disrupted themselves.
February 10, 2022
No letup from the Fed: Bank of Singapore
(Sept 21): The Fed confirmed that it is ready to start to shrink its US$4.5 trillion ($6.1 trillion) balance sheet. This was no surprise, but the overall tone was moderately hawkish, as policy-makers still project another rate hike in December, and three
September 21, 2017
These stocks stand to celebrate a happy ending to 2016
SINGAPORE (Nov 29): As 2016 draws to a close, DBS Vickers Securities is shifting the spotlight on December as a crucial month for markets – particularly with key events such as the Organization of the Petroleum Exporting Countries (OPEC) meeting and Fed
November 29, 2016