Category Archive: Market

Ad Hoc Commentary – Heirs of Mao and the Japanese Jinx

by

In the past few weeks, we likely saw a bear market rally. Most of the bears finally gave up when they heard QE3. Nevermind that the latest round of QE is underwhelming in… Continue reading →

Bonds In Conversation : Obsessing With Size

by

This will be the start of a series of weeklies on the SGD bond scene. Do keep the feedback coming. I decided to drag out all the benchmark issues of this year and see… Continue reading →

Trading Against a Black Box – USDSGD

by

We are living in an age of transparency. Twitter, Facebook, Linked In and the likes expose our lives to the daily scrutiny of the world. Central banks, too, are coming out to manage… Continue reading →

An Important Speech for Singapore

by

Before I start, I want to proudly proclaim my love for the efficiency I witnessed yesterday at the Immigration and Check Points Authority (ICA), when I went to collect my son’s passport. Time… Continue reading →

Forget The War, Let’s Trade Inflation in Singapore

by

Source : http://www.comparestoreprices.co.uk/gift-ideas/money-toilet-roll–dollar-bill-toilet-paper.asp “The age of credit expansion which led to double-digit portfolio returns is over. The age of inflation is upon us, which typically provides a headwind, not a tailwind, to securities… Continue reading →

Where’s The Party ? QE goes to Singapore

by

  Keong Saik Street Singapore Excuse me for being stupid but I think there is a free flow QE3 party coming to Singapore. We have this fancy article in Business Times today QE May Add… Continue reading →

Opinion : Faking The Orgasm With Bernanke

by

I was wrong about QE3. I am truly unworthy. It looks like I am not of the lofty levels of intellect and brain firepower to decipher the logic behind the enormity of the… Continue reading →

Something Smelly This Way Come – SOR and SGD

by

Source : Wikipedia The significance of yesterday may have escaped the general populace of Singapore and perhaps market professionals too. Indeed, it may even shock some of the scholarly economists. It is rather… Continue reading →

Hungry Ghosts Eat Greedy Souls

by

SOURCE : tvtropes.org I stare, quite aghast, at at blinking screen of the EUR/USD intraday graph which is defying gravity as Spanish spreads are widening, European stocks are dropping and USD/JPY is crashing.… Continue reading →

Why NOT Singapore Corporate Bonds ?

by

Because if you had bought the into inaugural 30Y SGS issue at its auction in March this year, you would be sitting on an 8% return (10% if you had sold 2 weeks… Continue reading →