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.

Tong's Portfolio

Higher-for-longer interest rates will trigger credit risks ... and recession

Over the coming months, bonds will regain attractiveness.

Tong's Portfolio

Global recession, or worse, increasingly likely

No reason for Fed to reverse higher-interest-rates-for-longer policy.

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
Amazon and CrowdStrike gain from secular growth in cloud migration - THE EDGE SINGAPORE

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.
Tech’s network effect’ will create its own constraints on demand - THE EDGE SINGAPORE

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.

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

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
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