Allstate

SGX reported that May 2026 was another outstanding month in which the securities daily average value (SDAV) reached S$2.4 billion, the highest level since October 2007.Total securities turnover rose 70% year-on-year to S$45.8 billion.Strong trading activity directly benefits SGX through higher transaction, clearing, and market data revenue.SGX is on track for close to 30 new listings in 2026, a significant improvement over recent years.

Several companies, including Foundation Healthcare, EGP Energy, and All-Link Air & Sea, have recently filed listing documents.Also ,SGX has announced a market improvements that the board lot sizes will be reduced in October 2026, allowing investors to trade in smaller quantities and improving market accessibility.For long-term investors seeking a stable core holding with moderate growth and income, SGX continues to stand out as an attractive option, though I would be mindful of valuation after its recent strong share price performance.

Trump just posted on X that he has reached an agreement with Iran to "highest level Nuclear inspections long into the future" and that Strait of Hormuz is now open without Naval blockade, with about 19 million barrels of oil flowing out yesterday. I don't know how much truth there is in his words, but it seems that he is trying to calm the stock market. I personally is no longer as emotionally affected by his words anymore as we all know from time to time again that what was agreed upon may change within days, if not hours.

STI remains strong while the US market is dumping. Are people wrong for overlooking our own local market? Investing in the S&P will definitely still yield better returns over time, but the currency risk & volatility should not be underestimated as well. STI tends to hold better in downturns, while consistently delivering decent if not even better than expected returns in recent years.

Micron Technology remains well positioned for long-term growth as AI infrastructure spending, strong HBM demand, and favorable memory pricing continue to act as powerful tailwinds.With expectations running high ahead of earnings, the stock’s next move will likely depend on management’s guidance rather than the reported results alone

While strong results and higher guidance could drive further upside toward the $1,300 range a report that merely meets expectations may trigger profit-taking and increased volatility.

Washi will likely respond to changes by staying the course, but will advocate for some operational changes. This is the safest kind of change, as it won't touch interest rates. Reducing intervention is his main theme. In the short term, the market will interpret any change as an increase in risk, but in the long term it might be a good thing.

The peace deal will help alleviate the pressure on the Feds. Oil has already trended lower so they can use that to say inflation risk is now lower.

With inflation remaining stubbornly above target, there is little reason for the Fed to rush into aggressive rate cuts. If the "higher for longer" narrative becomes more entrenched, REITs and other yield-focused assets could face renewed pressure, particularly those with significant refinancing needs. In contrast, companies with strong balance sheets, consistent cash flow generation, and durable pricing power are likely to be better positioned to navigate a prolonged high-rate environment.

good news to market sentiment: US fed rate looks like stayin put...

sg REIT ETFs are moving up today (CLR.si, SRT.si), moving towards MA200