Category Archive: Rates/Bonds

Who Dares To Write About The Singapore Bond Market

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Photo courtesy of Mr P., in Tokyo where it snows every 54 years in November.   Shock and awe? We can’t blame Trump for it all. Singapore bonds are ratcheting, towards their day… Continue reading

Deep Market Thoughts : Post Traumatic Stress Disorder and 64 million Unhappy Americans on Black Friday

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We have had press overdose which we cannot really blame them for, watching in incredulity as each moment unfolds daily as the new US Presidency takes shape, loss for words and not knowing… Continue reading

Wake Me Up When September Ends – The Uncertain Days Ahead and Gold

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Some days you will wake up in the morning and feel like you have not a single care in the world and nothing you can possibly do about anyway in our global problems;… Continue reading

SGD Monthly Snapshot : Wake Me Up When September Ends

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    Economic Data in September 2 Sep Aug PMI 49.8 vs 49.4 expected Aug Electronics Sector Index 50.2  vs 49.7 previous 5 Sep Aug Nikkei Singapore PMI 52.3 v 50.7 previous 7… Continue reading

FX Musings : Expecting An Unanimous MAS Monetary Policy Statement

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      A recalcitrant thought after this month’s Bank of Japan meeting and the FOMC, is why not just subcontract our central banking jobs to them for a while ? If the… Continue reading

Demystifying The Financial Anomaly – Shortage of USD And Basis Swaps

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    I have been perplexed reading about the USD shortages in the negative rate world because the DXY (USD) Index has not gained in the year which means there couldn’t be that… Continue reading

Investing in Austerity – Chasing Michelin Hawkers

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You do not need GDP numbers to talk to you to know that the economy is roughing it out just from the observation of the sore absence of birds-nest gold-flaked mooncakes in Change… Continue reading

Take Stock Not Take Cover : Singapore Bonds, Investors Unite (Updated)

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It is not crazy but it is true. Out of the over 200 global defaults this year, Singapore has a pretty big share of debt restructurings this year for the “safe haven” status… Continue reading

Market Thoughts : The US Fed and The Welcome Change of Tact

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Photo courtesy of Mr K.C., Boston.   Playing to forget Drowzee (rare Pokemon) markets with volatility grinding to a halt until Fed chair Yellen spoke on Friday to give world markets direction from… Continue reading

Bargain Hunting Through Schizophrenic Highs and Lows in SGD Bonds

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Photo courtesy of Mr K.C., Mount Rainier, Seattle.   A new friend with a SGD 6 mio bond portfolio and we would imagine he would be sufficiently diversified with that with 20 names,… Continue reading