Macro FX Themes

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Not a day goes by in these times when a new record is not made. And today the honours go to CNY, setting a historic high against the USD on the PBOC fixing.… Continue reading

Nothing Is Not Manipulated ?

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“Power tends to corrupt, and absolute power corrupts absolutely. Great men are almost always bad men.” Lord Acton, 1887 What happens when you find you and your mates account for 40% of a… Continue reading

SGD Rates and Bonds Weekly

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Economic News Sep Electronic Exports -5.5% YoY vs expected +0.2% Sep Non Oil Domestic Exports -1.2% YoY vs expected -2.8% Sep Non Oil Domestic Exports +5.7% MoM vs expected +2.6% IRS Interest rates… Continue reading

Central Bankers Asking For Trouble By Calling Bubble

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Central bankers cannot, as a matter of self preservation, mention much about bubbles because that would almost certainly be an admission of ineffectuality  ? They are not mincing their words these days. IMF… Continue reading

It’s Best Not To Know Too Much On Big Data Day

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One big slap for that ego when you find out that financial literacy does not work ! According to this paper mentioned in a Motley Fool post, Why You Are So Bad With… Continue reading

100 million handouts vs 2,800 a month

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Singapore – Handouts to Poor Top 100 million mark : Straits Times http://www.straitstimes.com/breaking-news/singapore/story/handouts-the-poor-top-100m-mark-20131020 A landmark for Singapore. One step further in Switzerland. Switzerland Mulls Giving Every Citizen 2,800 a month : Business Insider… Continue reading

SGDMYR : Sell On Strength

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Yesterday’s UMNO elections sealed the politcal fate of Malaysia for the next 4 years and there shall be peace. On the 25th, we will have PM Najib in Malaysia unveiling his 2014 budget… Continue reading

Op Ed : 13 Billion and It’s Still Better To Lie ?

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JPMorgan Said to Reach $13 Billion U.S. Mortgage-Bond Settlement : Bloomberg It does not matter. This is below the line i.e. Income Statement Profits Before Extraordinary Items. It does not affect the usual… Continue reading

Cashing Up With Li Ka Shing

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It was just a fortnight ago that I wrote about the richest man in Asia. Sellers’ Largesse Continues With Li Ka Shing (tradehaven.net) 04/10/13 He is at it again in a short time.… Continue reading

Something’s Not Right With The Markets On This Blood Moon Eclipse

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We had a Hunter’s moon today. It is also known as the Blood moon. We also had a lunar eclipse earlier today just around moon set time at dawn. Eclipses are supposed to… Continue reading