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US Economy
Fed rate decision could be the prelude to a March cut
Federal Reserve policymakers may finally be right on the verge of cutting interest rates.
January 28, 2024
Global Economy
Global rate-cut standoff looms in 2023 policy finale
'Look, we're waiting to see if what we're seeing on this disinflation is sustainable'
December 10, 2023
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
Why are US home prices up despite sharp rise in mortgage rates, and is it sustainable?
The housing market, a sector that is highly sensitive to interest rate changes, is also demonstrating unexpected resilience.
October 26, 2023
Global Economy
Will the Fed overdo it?
The US Federal Reserve is clearly determined to bring down inflation.
January 31, 2023
US Economy
US inflation to pose fresh test for Powell's Fed
Policy makers are already signaling that rates may peak at a higher level than previously assumed.
November 06, 2022
Tong's Portfolio
Bonds will recover faster with worst of rate hikes done
Bonds will recover faster with worst of rate hikes done.
November 03, 2022
Broker's Calls
CLSA lifts all three TPs of Singapore banks on higher-than-expected NIMs
The banking sector is also the only sector in the market to benefit from the rising rates, note the analysts at CLSA.
October 12, 2022
Tong's Portfolio
Into a recession or stagflation? Sold stocks to raise cash
We think the current optimism that the US economy — and stocks — would emerge largely unscathed may be misplaced.
September 15, 2022