Singapore Interest Rate Curve – Looking Ahead
Decided to share this with readers. The pre and post FOMC interest rates that is stripped from the SG interest rate swap curve that is derived from 6 month SOR. It is segmenting… Continue reading
Decided to share this with readers. The pre and post FOMC interest rates that is stripped from the SG interest rate swap curve that is derived from 6 month SOR. It is segmenting… Continue reading
Just some thoughts post RBNZ hike last week. Chart below compares the movements in the spread of the Central Bank official rates between NZD and AUD and the movements in the AUDNZD rate.… Continue reading
It makes me feel important when I spend time in the company of market legends because their aura rubs a little off onto little old me and I feel taller sometimes, which had… Continue reading
Not a good week is perhaps an understatement although the ripples have yet to reach too many of the man on the street yet. I do not think we are deaf, dumb or… Continue reading
Posthaste ! For all you out there salivating over the latest Capitamall Trust 3.08% A2 rated 7 year paper, there is HDB today. HDB is printing SGD 600 mio of 7 year bonds… Continue reading
Horror stories have pretty promising starts and behind every default was once a good investment. It starts like this. Jan 2012 Chaori Solar Energy Wins 110m Euro Solar Module Supply Contract Jan. 12… Continue reading
Temasek’s move on Olam got my interest back into my favourite market segment – soft commodities that I was, err, a bit early on the uptake last year, saw some stars and exited… Continue reading
Global sentiments are not hot. The Citi US Economic Surprise Index (CESIUSD) is at an 18 month low notwithstanding the S&P 500 and bond yields. Given the way markets are reacting, we would… Continue reading