Category Archive: Market

Singapore – Hit F1 For HELP

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Bloomberg “As the government shuts the center of the city this weekend for the annual Formula One street race, residents are bracing for even more delays.” http://www.bloomberg.com/news/2013-09-19/taxis-vanish-in-rain-as-singapore-gets-congested-southeast-asia.html Tell me something I do not… Continue reading →

Run ! The Bonds Are Coming : Did U See SG Rates And Bonds Today ?

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Issuer Cpn Mty CLOSE PRICE PRICE CHANGE CLOSE YIELD Yld Chg DAY HIGH DAY LOW SINGAPORE GOV’T 0.5 1-Apr-18 98.75                 (0.05) 0.782 0.01 98.75 98.75 SINGAPORE GOV’T 4 1-Sep-18 114.5                 (0.25)… Continue reading →

Bonds In Conversation : Fed With A Heart For How Long ?

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“America’s companies, from Apple Inc. (AAPL) to Verizon Communications Inc., are saving about $700 billion in interest payments with the Federal Reserve’s unprecedented stimulus.” http://www.bloomberg.com/news/2013-09-17/bernanke-saves-companies-700-billion-as-apple-to-verizon-borrow.html We have not counted what the rest of… Continue reading →

SGD New Issue Review : Guocoland 1Y – Bleh

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Ill humoured day when you drop a candle on your foot and hurt exactly the matching toe that was stubbed 2 days ago on the other foot. To top it off, we have… Continue reading →

FOMC – Who Is Happy Now ?

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Who says the Fed does not work for the banks ? And their AFS books into the 3Q end in less than a fortnight. Bless those profits, coming back in time for book… Continue reading →

Another Day, Another Manipulation – Gold

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Just got this fresh off the Barry Ritholtz blog and he is a big name to follow. “Long-time trader Andrew Maguire told told King World News this week that 2 JP Morgan whistleblowers… Continue reading →

Stock Alert : Blumont

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Amazing Singapore. How many times did SGX send queries to companies in the past week on share price rises ? Lost count. If you had bought Blumont last year. Your SGD 15k investment… Continue reading →

Fed : Monetary Or Moral Policy ?

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Forget the unemployment or the inflation. 5 years of QE and these are the headlines. Chart of The Day : Do Recoveries Belong To the Rich ? http://pragcap.com/chart-of-the-day-do-recoveries-belong-to-the-rich?utm_source=dlvr.it&utm_medium=twitter Saez and Piketty’s research shows… Continue reading →

That China Qualifier

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I keep hearing echoes of that China qualifier in most regional outlooks these days. Anything economic forecast, stick in a China qualifier. SINGAPORE: A sharp slowdown in the Chinese economy will have a… Continue reading →

SGD Rates and Bonds Weekly

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Economic News 2Q Final Unemployment Rate 2.1% vs previous 2.1% Jul Retail Sales Ex Auto 2.5% YoY Jul Retail Sales -7.8% YoY vs expected -1.5% Jul Retail Sales -5.3% MoM vs expected +1.5%… Continue reading →