Category Archive: Market

Ad Hoc Commentary – shadow banking will help development banking move from billions to trillions

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Today, yours truly plan to share specifics on how to move from billions to trillions to finance the Sustainable Development Goals (SDGs) based on our two basic insights: 1. the Federal Reserve’s reverse… Continue reading

2017 Singapore Rates Outlook : Falling Down The Rabbit Hole

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Photo courtesy of Ms Jeannie Tan, S.F.   2016 Has Been A Year To Forget So we emerged bleary eyed from 2015 into a dream state in 2016 and now to go down… Continue reading

Should I Chase The Rally – Greenspan Was Wrong Then Right On Animal Spirits

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Photo courtesy of Ms Jeannie Tan, S.F.   People are calling and chatrooms are buzzing with friends saying they were cashing out of their DBS stocks at SGD 18, after the steepest rally… Continue reading

Ad Hoc Commentary – Pump and dump Dow? Huuuge business tax cuts, farewell labor.

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  “…The Dow Jones industrial average has gained about 1,200 points over the past month. And interestingly, nearly half of that advance has been produced by just three stocks. Leading the field by… Continue reading

The Big Short – No One Really Knows What Is Going On

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Photo courtesy of Mr KC Kan, on a mission in Nepal.   This post was published first in http://www.ezfx.com and reproduced with permission.   I watched The Big Short for the first time… Continue reading

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

Ad Hoc Commentary – be very vigilant of the US Treasury markets

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Back in Feb 2013, after seeing 1.3% handle on the US government bond yields in the preceding summer, yours truly asserted: “…yours truly thinks that the 2012 low in UST 10y yields is… Continue reading

Locker Room Talk : Trump’EM Down but Not Out for Singapore

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  Brexit times five or Brexit times ten ? Feels like that moment in that Rocky movie with Stallone floored, bruised and bloodied. And we have been warned on Brexit by Moody’s and… Continue reading

Ad Hoc Commentary – First Brexit, Next Trump. France and Germany are next in line.

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In our last post, we mentioned that: “…the majority seems to believe a Trump presidency is bad for SPX. This means that the SPX probable 10%-20% sell-off on a Trump presidency is going… Continue reading

The US Vice Presidential Election and The Future of USD

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This post was published first in http://www.ezfx.com and reproduced with permission.   We know that the US elections is affecting more people than ever this time when Singaporean and Malaysian taxi drivers have… Continue reading