Powell may not have an FOMC talk, but his recent QnA at a University sparks interests and influenced the market. A simple comment that inflation outlook in check and there's no need to hike rates due ...
Fed is in a dilemma. On one hand, he is cautious of rising inflation due to wars & tariff, on the other hand, he is watching unemployment rate in the labor market. Do nothing is the best current strat...
Fed’s dovish is shifting short term sentiment, creating a tactical risk on window. Not a full pivot yet,so stay long quality growth but keep macro hedges in place
Tesla TERAFAB – Moving into ultra scal...
Musk is again promising the sun and moon; selling a dream, forever over promising and shifting goal posts. With the geopolitical event causing headache and pocket-aches to investors, I don't think any...
7 days into negotiation between US and IRAN, but no news of any breakthrough. The war will be long and the blockade will last. Start being defensive people!
As the war continues, oil will be in short supply and cause Singapore to suffer. Yes we do have 6 months of reserve. But one that used up, we are in the same situation as other South East Asia countie...
As usual anything from tesla is to take with a pinch of salt. Elon Musk have always over promise but under deliver. Only when it really launches then believe in the narrative!
As the war continues and oil prices remain high, this will naturally cause inflation to tick higher and hence higher interest. Best to brace yourself for heavy repricing!
The tense situation in the Middle East poses a downside risk to Singapore's 3.0% GDP forecast. Singapore's reliance on crude oil processing means that tensions in the Gulf will undoubtedly have a sign...
The Fed has no choice do they? A faltering labour force in a country which is spending unnecessarily and has to refinance its books soon? Superficially high oil prices are inflationary. However it wil...