Macro Outlook – Limbo Rock
There is an almost certain lack of direction in the markets, Great Rotation or not and everything seems to be hanging in limbo. That is how I perceive the situation to be after… Continue reading
There is an almost certain lack of direction in the markets, Great Rotation or not and everything seems to be hanging in limbo. That is how I perceive the situation to be after… Continue reading
Something to share that is of significance to bond investors. Citibank equity research just sent out a piece on Singapore Reits, a good 67 pages chock a block full of data and information.… Continue reading
Reagan and Gorbachev ended the Cold War. If Obama bombs Syria, he would likely be remembered in history as the president that restarted the Cold War. Let us put aside our conscience for… Continue reading
No more time for niceties and S&P is taking the lead asserting that while this may not evolve into a full blown Asian crisis, the most likely scenario is the following. “Weak or… Continue reading
So now we are on our own ? The world, I mean. Without the Fed. Because .. SURPRISE, the FED DOES NOT WORK FOR THE GLOBAL GOOD !! “You have to remember that… Continue reading
Earlier today, this was making the rounds on the grapevine: “…A source from Team Obama told CNBC that Larry Summers will likely be named chairman of the Federal Reserve in a few weeks… Continue reading
While the EM crisis rages on, the preoccupation is with capitulation in the days ahead as we head into month end. >> Reports are calling for further stress in the system – India… Continue reading
Aug 21 (Reuters) – The death of an intern working at the London offices of Bank of America Merrill Lynch has prompted calls for city firms to take more responsibility for the ambitious… Continue reading
After seeing stars in the past week, we saw a Full Blue and Red Moon last night. A Blue Moon is the third full moon in a season with four (most seasons have… Continue reading
Question Mark – Singapore, An EM ?
by” 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 →