SGD Weekly : THE HAZE JINX
The haze has been a jinx for Singapore and Malaysia or has it gone to the head ? Hamilton suffered a freak accident to miss out winning 8 Grand Prix in a row.… Continue reading
The Triple Whammy Of AAA Singapore’s Monetary Policy
This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** I wrote about this last week but I feel a need… Continue reading
Central Banks : What Are They Not Telling Us ?
This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** After 18 years in the markets and a few crises along… Continue reading
Markets Thoughts : Politics And More Politics Ahead
Looking at the days ahead. China’s Xi will make his inaugural visit to the US on 22 Sep, his first since assuming power in Mar 2013. China bashing has stopped for a… Continue reading
China Focus : China 1, FOMC 0
9 SEP 2015 China changes GDP data calculation method to improve accuracy 30 JAN 2015 India Changes GDP Calculation Method 11 SEP 2015 What Do U.S. Economists Think of Official China Statistics?… Continue reading
Australia Focus : Changing Hands In Springtime
Australia has had 5 prime minister changes in 5 years. That is some record as Australia’s Economic Surprise Index sinks to a 9 month low as economic data has largely disappointed in terms… Continue reading
Ad Hoc Commentary – Yellen honeymoon ends
Can we have a show of hands? Who believes the official unemployment numbers? Who believes the official inflation rate? Who believes that a group of very intelligent individuals uses the above to determine… Continue reading
The Bright Side of The Singapore Bond Market – Our Amazing Corporate Bonds
While government bonds have underperformed on the year, we cannot say the same for the SGD corporate market. Corporate bond yields have caught up with government yields in a significant way, with government… Continue reading
Bonds In Conversation : The Blessed Relief Of Playing With Fire
I say this week ends with blessed relief and double that for me because I narrowly escaped major damage from a little fire incident in the living room. No more playing with fire… Continue reading
Ad Hoc Commentary – the sovereign debt crisis oscillates back to Japan
Japan was downgraded by S&P from A+ to AA-. We said many times before that the sovereign debt crisis will center around Europe, Japan, and America. Europe is the ugliest, and America is… Continue reading