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interest rates
US Economy
Powell sees ongoing Fed rate hikes needed to tame hot inflation
"We anticipate that ongoing rate increases will be appropriate."
June 22, 2022
US Economy
Who's to blame for a recession: Biden or Powell?
"Go ahead and tighten as much as you want but it is on you"
June 02, 2022
Right Timing
Do interest rates affect equity pricing?
Rising interest rates are likely to pressure growth stocks but provide a lift for local banks
June 02, 2022
REITs
REIT investors keep an eye on rates as tightening begins
Higher interest rates are not great for REITs but some can grow their way out of expanding DPU yields
January 20, 2022
Singapore economy
Singapore tax hike bolsters case for MAS to tighten policy
An off-cycle tightening before the MAS’s scheduled meeting in April can’t be ruled out, says Alex Loo of TD Securities.
January 11, 2022
Global Economy
US Fed chairman Powell "patient" on hikes, can act on inflation if needed
"I don't think we’re behind the curve. I feel the policy is well-positioned to address plausible outcomes," Powell said.
November 04, 2021
Tong's Portfolio
The next big themes: Supply chain resilience and the end of low-wage as a competitive tool
The capacity of rich countries to spend on record fiscal stimulus has long-lasting implications.
October 28, 2021
Right Timing
STI falls below 200-day moving average as HSI hangs by a thread
The STI broke below its 200-day moving average just ahead of the weekend in a negative move.
October 01, 2021
Global Economy
Developed economies face high debt and low growth after Covid-19
Developed economies may instead accept a smaller population and lower growth, focusing instead on keeping GDP per capita high.
June 04, 2021
Broker's Calls
Inflation anxiety pandemic infects FOMC, but BOS sees no taper tantrum yet
Mohi-uddin sees the Fed only starting tapering discussions after the summer when more data becomes available.
May 21, 2021