The market, led by tech and software, is buoyed by retracement in oil prices, that is fantastic. but interestingly, long duration yields are not budging.
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
The market, led by tech and software, is buoyed by retracement in oil prices, that is fantastic. but interestingly, long duration yields are not budging.
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
We're now seeing another 4 rate hikes for the following year. that's 100 basis points or 1%. That's not friendly for the stock market.
A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
We're now seeing another 4 rate hikes for the following year. that's 100 basis points or 1%. That's not friendly for the stock market.
A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
Reports on Xi visit to Washington seem to be moderating expectations and suggesting just only modest trade and investment rather than major deals.
The visit is more symbolic than substance.
Wall Street just handed SanDisk its highest price target yet, even as Michael Burry doubles down shorting the same chip sector. Meanwhile Alibaba's AI blitz from Apsara is cooling off this morning, an...
Reports on Xi visit to Washington seem to be moderating expectations and suggesting just only modest trade and investment rather than major deals.
The visit is more symbolic than substance.
Wall Street just handed SanDisk its highest price target yet, even as Michael Burry doubles down shorting the same chip sector. Meanwhile Alibaba's AI blitz from Apsara is cooling off this morning, an...
Rejected clarity act couldn't stop bitcoin from hitting 85k. optimism over US-Iran negotiations pushes oil price down. across the board, it's generally a positive way to start the week.
Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke...
Rejected clarity act couldn't stop bitcoin from hitting 85k. optimism over US-Iran negotiations pushes oil price down. across the board, it's generally a positive way to start the week.
Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke...
quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
The dot plots are kind of redundant. Things can change quickly week to week. But I am still surprised it's a pretty large majority thinking of another rate hike this year. The more effective way to curb inflation is to replace the current POTUS.
The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le...
The dot plots are kind of redundant. Things can change quickly week to week. But I am still surprised it's a pretty large majority thinking of another rate hike this year. The more effective way to curb inflation is to replace the current POTUS.
The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le...
Fed had resisted hike long enough. market don't think they can resist longer. a 25bp hike in the near term may allow economists to assess it's effectiveness in the current environment. Separately, Walsh may be in a conundrum.. presumably he wouldn't want to upset Trump too much by being freely hawkish. at least that's what I hope.
At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...
Fed had resisted hike long enough. market don't think they can resist longer. a 25bp hike in the near term may allow economists to assess it's effectiveness in the current environment. Separately, Walsh may be in a conundrum.. presumably he wouldn't want to upset Trump too much by being freely hawkish. at least that's what I hope.
At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...
Talks about slowing down AI is nothing new. It is indeed warranted that development has to be done in a responsible way. but this isn't something that will actually slow anyone down. a lot od noise, pullback is good for entry.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
Talks about slowing down AI is nothing new. It is indeed warranted that development has to be done in a responsible way. but this isn't something that will actually slow anyone down. a lot od noise, pullback is good for entry.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
based on recent past, when the cme fedwatch tool indicates more than 60% rate hike probability into the FOMC meeting, a rate hike will happen. the probability is now close to 90%, so it's very likely. it will anger Trump, but a rate cut is not possible now. it will damage credibility and throw Walsh and the fed under the bus
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
based on recent past, when the cme fedwatch tool indicates more than 60% rate hike probability into the FOMC meeting, a rate hike will happen. the probability is now close to 90%, so it's very likely. it will anger Trump, but a rate cut is not possible now. it will damage credibility and throw Walsh and the fed under the bus
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
anticipating an overwhelming reception of Apple's limited release of the foldable iPhone. die hard apple fans will be fighting over it. The majority of them are affluent. the premium pricing and controlled supply is why you can show off and feel good having one.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
anticipating an overwhelming reception of Apple's limited release of the foldable iPhone. die hard apple fans will be fighting over it. The majority of them are affluent. the premium pricing and controlled supply is why you can show off and feel good having one.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
Today's biggest topic is the increase in income for ministers. I find it hard to reconcile that their salaries are tagged to top income earners especially when we know that income inequality is widening. apparently it's to compensate for the opportunity cost of other income streams such as participating in Longbridge activities where they can potentially earn much more, given their calibre
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
Today's biggest topic is the increase in income for ministers. I find it hard to reconcile that their salaries are tagged to top income earners especially when we know that income inequality is widening. apparently it's to compensate for the opportunity cost of other income streams such as participating in Longbridge activities where they can potentially earn much more, given their calibre
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
Obviously, there is still time until fed decision next week. The probability of a hike this meeting is still very much borderline. Inflationary pressure is real, but I'm still bullish. I think the rate hikes may not come until 2027. I'm optimistic we see some good news in the remaining of 2026 that could curb rate hikes possibilities. Just my opinion.
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
Obviously, there is still time until fed decision next week. The probability of a hike this meeting is still very much borderline. Inflationary pressure is real, but I'm still bullish. I think the rate hikes may not come until 2027. I'm optimistic we see some good news in the remaining of 2026 that could curb rate hikes possibilities. Just my opinion.
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
The week is concluding with a strong Aug job report and that's pulling back those rate hike expectations. The relief from yesterday may be short lived.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
