Category Archive: Market

Return Of The Nightmare on Bond Street ?

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I have to declare I have not read a single bullish piece out on bonds for a while. There are reassuring pieces yet. Credit reports that serve to pacify, doing their best to… Continue reading →

Thoughts on the Big Brother Chatroom Ban

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No one I know in Singapore is making a big deal out of the NSA scandal even as Indonesians burn the Australian flag in protest. Big Brother has come to the banking world… Continue reading →

Running Markets – What is Happening With USD ?

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USD strength or USD weakness ? The USD fell against 18 of 21 major currencies since last Friday and the release of a better than expected non farm payrolls number. High beta currencies… Continue reading →

Singapore : 10Y yield, STI and USDSGD

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Current levels : 10Y SGS 2.51% USDSGD 1.2510 STI 3115.86 It looks like this. The historical correlation between the STI and the USDSGD is very strong and negative, along with the 6M SOR… Continue reading →

Masters Of The Universe

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I loved He-Man though my favourite cartoons were Thundercats or Mask (that I still think Transformers copied their idea from). Abe as He-Man ? “What we want is for wages to rise more… Continue reading →

There’s A Kind of Rush to Rally, All We Like Sheep

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Should I feel gleeful with this headline ? That their fat bonuses will not be as much as last year’s ? Or be green in envy because it will still be a quadrillion… Continue reading →

Bonds In Conversation : Freedom Ship

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I have been capitivated by this Freedom Ship which, alas, I will never get to board. http://www.freedomship.com/ http://www.zerohedge.com/news/2013-12-02/how-1-will-escape For those who have watched 2012, the movie staring what’s his name, the Serendipity chap,… Continue reading →

Clan of the Last Bears

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It is a case schizophrenia if we read what is out there. For the ordinary investor reading bank reports, you would think 2014 will be the roaring 20’s again as a new Bonnie… Continue reading →

Down Playing the SGD … For The Right Reasons : SGD Corporate Bonds and USDSGD

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This year’s Financial Stability Review seems slightly more gloomy than last year’s. With headings like “When The Music Fades” and “When The Tide Goes Out”, are they sending out subtle hints ? I… Continue reading →

AUSTRALIAN DEBT CEILING – STORM IN TEACUP

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It is starting to play out ala Obama style. “PM Tony Abbott tries to pressure Opposition by threatening cancellation of Christmas break.” ~ Nine New Australia All because Australia wants to raise their… Continue reading →