Bonds In Conversation : The Belief System
What a week it has been – riots in Singapore, Thailand going to the polls, China’s controversial new airzone and Korea seconding the claim with their airlines complying, USDJPY at a new… Continue reading
What a week it has been – riots in Singapore, Thailand going to the polls, China’s controversial new airzone and Korea seconding the claim with their airlines complying, USDJPY at a new… Continue reading
This is too interesting not to share with folks so I will try my best. Had a long lunch with my old insurance friend who runs a pretty big portfolio and he had… Continue reading
I have to declare I have not read a single bullish piece out on bonds for a while. There are reassuring pieces yet. Credit reports that serve to pacify, doing their best to… Continue reading
No one I know in Singapore is making a big deal out of the NSA scandal even as Indonesians burn the Australian flag in protest. Big Brother has come to the banking world… Continue reading
USD strength or USD weakness ? The USD fell against 18 of 21 major currencies since last Friday and the release of a better than expected non farm payrolls number. High beta currencies… Continue reading
Current levels : 10Y SGS 2.51% USDSGD 1.2510 STI 3115.86 It looks like this. The historical correlation between the STI and the USDSGD is very strong and negative, along with the 6M SOR… Continue reading
I loved He-Man though my favourite cartoons were Thundercats or Mask (that I still think Transformers copied their idea from). Abe as He-Man ? “What we want is for wages to rise more… Continue reading
Should I feel gleeful with this headline ? That their fat bonuses will not be as much as last year’s ? Or be green in envy because it will still be a quadrillion… Continue reading
I have been capitivated by this Freedom Ship which, alas, I will never get to board. http://www.freedomship.com/ http://www.zerohedge.com/news/2013-12-02/how-1-will-escape For those who have watched 2012, the movie staring what’s his name, the Serendipity chap,… Continue reading
It is a case schizophrenia if we read what is out there. For the ordinary investor reading bank reports, you would think 2014 will be the roaring 20’s again as a new Bonnie… Continue reading