Category Archive: Market

Of Apple and The S&P 500

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FORBES Rumour : APPLE to Land Japan’s and China’s Biggest Carriers For New iPhone “Two large gaps in Apple‘s iPhone carrier relationships have long been the largest mobile providers in Japan and China,… Continue reading →

Bonds In Conversation : When It Rains, It Floods

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I have floods on my mind though I have not mustered the courage to step foot outside yet for the entire day. The 10Y US treasury note suffered a nasty tumble yesterday, led… Continue reading →

Singapore Update

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By Sharon Chen Sept. 4 (Bloomberg) — GDP growth forecast at 4% Y/y this quarter, according to median of 19 economists and analysts in Monetary Authority of Singapore’s Sept. quarterly survey. • Economists… Continue reading →

Bye Hungry Ghosts, Hello Central Banks

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I have been told that yesterday was the last day of the Hungry Ghost month. And what a hungry ghosty month it has been. Currencies have decoupled from the rest of the markets… Continue reading →

Ad Hoc Commentary – important: Pakistan nuclear weapons in Taliban hands will be the likely unintended consequence of the Syrian war

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Yours truly maintains that Pakistan will be the Achilles heel of the American empire: https://tradehaven.net/2013/04/25/ad-hoc-commentary-drone-happy-america-should-beware-pakistan/ We have noted the myopic benefits of the Syrian war: https://tradehaven.net/market/ad-hoc-commentary-the-many-short-term-benefits-of-restarting-the-cold-war-through-syria/ We know that Pakistani Taliban and Syria… Continue reading →

Still Waiting For A Crash ? You Will Have It

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Burning question on what to invest in on the top of our minds. I am torn between the rosy growth picture painted in the economic numbers that is severely tampered by the chain… Continue reading →

SGD New Issue Alert : Mencast Holdings Ltd 3Y

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Sept. 4 (Bloomberg) — According to person familiar with the matter. Borrower: Mencast Holdings Ltd. Format: Reg. S, S.274 & S.275 Singapore SFA Coupon: 5.75% semi-annual Issue price: 100% Maturity: 12 Sept. 2016… Continue reading →

Question Mark – Singapore, An EM ?

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”     Sept. 2 (Bloomberg) — Singapore stocks tumbled by the most among developed markets last month as investors pulled cash from Southeast Asia on concern about the future of global stimulus.” Caught between… Continue reading →

SGD Rates And Bonds Weekly

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Economic News Jul Money Supply M1 14.7% vs previous 18.3% Jul Money Supply M2 7.4% vs previous 9.1% Jul Bank Loans and Advances 17.6% vs previous 17.7% IRS Liquidity tap running at full… Continue reading →

Australia : Elections and RBA

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RBA today and elections on Sunday. Sept. 2 (Bloomberg) — The Reserve Bank of Australia will cut interest rates within 100 days of the Sept. 7 election, credit markets show, a boost for… Continue reading →