Bird Flu … Better be worried … How can Singapore stock market be unconcerned?

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Illustration 1: Bird flu onset in Jan 2003 … Hang Seng & Straits Times Index plunge 15% to March-April 2003 Asianmacro remembered the dark days of SARS / bird flu onset circa January… Continue reading

The schizophrenic EUR … time to short the spike

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Illustration 1: EUR/USD schizophrenic 2 big figure range on 4th April 2013 .. initial plunge followed by spike The FX market is always taken to be the most efficient in discounting news ahead… Continue reading

CAR-FUSION IN SINGAPORE!

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  Folks, take a break from financial trading and let’s discuss  the car trade. Confused about the new LTA  policies? Want to buy new car today?  Other than looking under your pillow to try… Continue reading

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CAR-FUSING IN SINGAPORE! Folks, lets take a break from trading and let’s  discuss the Singapore Car Trade. Confused about the new LTA  policies? Want to buy new car today?  Other than looking under… Continue reading

SGD Rates and Bonds Weekly

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Economic News 26 Mar Feb Industrial Production -0.7% MoM vs expected -0.3% Feb Industrial Production -16.6% YoY vs expected -7.9% 3 April Mar Electronics Sector PMI 51.9 vs expected 52.5 Mar Purchasing Managers… Continue reading

Did BOJ just save the world ? … For now …

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Illustration 1: Key Central Banks‘ Balance Sheet as % of GDP … BOJ is the Champion and still going strong! It was looking bleak in Asian markets in the morning with heightened geo-political… Continue reading

Bonds In Conversation Is Back and Sitting Pretty + Tata Intl New Issue Review

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2 weeks and everything is sitting pretty while I was gone. No new issues in SGD unless you want to count that BOC 1Y deal. Hearing the market is lining up for another… Continue reading

The ultimate risk off trigger … U.S. sends missile defense to Guam!

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Illustration 1: Continental U.S. land based missile defense system cannot cover Guam You have all been warned by Asianmacro from all my post in the past 2 weeks to prepare for a down… Continue reading

Let’s drink to that !

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Illustration 1: Liv-EX Fine Wine 50 Index … market has bottomed! Because of QE and the great amount of liquidity that has been sloshing around the world, many financial assets from bonds to… Continue reading

Interview With Zico : Malaysian Election Trade Ideas

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Hot off the press and within an hour of having a coffee with Zico (not his real name) at Adam Road hawker centre, PM Najib Razak of Malaysia dissolves parliament. Surely that is… Continue reading