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yield curve
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
Right Timing
As market awaits Fed minutes, no Goldilocks scenario
The Fed is likely to dictate direction as US inflation figures were underwhelming
August 11, 2023
Broker's Calls
With rates higher for longer, S-REITs to stay lower for longer says JP Morgan
If rates stay higher for longer, S-REITs could stay lower for longer
March 06, 2023
US Economy
Is normal really what we want?
When it comes to yield curves, abnormal is worth relishing
March 01, 2023
Tong's Portfolio
Why growth stocks have higher betas
As we said, investing is about relatives, a continuous weighing of the prospects of all alternatives.
March 12, 2021
Tong's Portfolio
Goldman says Covid-19 vaccine approval could upend markets
If this happened along with a change in the US administration, emerging market equities could benefit “if trade policy risks diminish while US tax risks rise”, according to the note.
August 07, 2020
US Economy
Rapidly flattening yield curve a recession danger sign, says NY Times
(June 27): The so-called yield curve is perilously close to predicting a recession -- something it has done before with surprising accuracy -- and it’s become a big topic on Wall Street, says The New York Times.
June 27, 2018
Investing strategies
Saxo Bank predicts 'ugly end' to complacency bubble in 2018
SINGAPORE (Dec 8): Following a generally smooth-sailing year for global risk assets – one that came as a shock to bears and gold bugs expecting 2017 to be the year of volatility – Saxo Bank now sees the pendulum swinging back in favour of pronounced v
December 08, 2017
Broker's Calls
How TPG is about to disrupt Singapore’s mobile industry
SINGAPORE (Dec 19): UOB Kay Hian is maintaining its “underweight” call on the telecommunications (telecom) sector now that TPG Telecom has emerged victorious as Singapore’s fourth mobile operator.
December 19, 2016