photo courtesy of Mr KC Kan, Ethiopia There is only the wilting heat on our minds for the entire week, brains sweating away as Spring started on the 21st of March and… Continue reading
For all the things we would agree to disagree on this week and the 10th anniversary of the Bear Stearns bailout, we have a record US$ 43.3 bio pumped into US equity ETFs… Continue reading
It is not even near month end or quarter-end, 5 weeks into the start of the dramatic widening Libor-OIS spread that not too many retail investors are overly concerned about, we got to… Continue reading
Yours truly apologize for not writing in recent times. Today is Fed Powell’s first meeting. Markets are very different today compared to the last Fed rate hike cycle of 2004-2006. Today, Fed Funds… Continue reading
Monetary policy transmission is broken today as measured by the FX swap implied rate of US dollar versus Interest on Excess Reserves rate. Those who are still looking at Libor versus Fed Funds… Continue reading
Feasting away on the Lunar New Year of the Dog, we received the 2018 Singapore Budget with a shrug even if it has been described by official reports and blogs as a brilliant… Continue reading
The Real Face of 2018 What a difference a week makes when we have a dear friend of mine deciding she needed those 2-dollar notes for her ang pows after all. She just… Continue reading
Photo courtesy of Mr Noah S., Italy 2017 When we wrote about our Great Humbling last week, it was in all intents to air our grievances against ourselves and our shortcomings in… Continue reading
photo courtesy of Mr Eric Chong, Okinawa 2017. Why Think So Much And Be Too Smart ? The Great Humbling began when we spoke to a portfolio manager last week who told… Continue reading
Not Really About The Singapore Spring Monetary Policy Statement
by tradehavenApril 2018 is probably the best month to have a non-G3(+China) central bank meeting because no one would be paying much attention to you in such times of market upheaval amidst geopolitical uncertainties.… Continue reading →