AUSTRALIA FOCUS : GREEKS LANDING
A new 6 year low in the AUDUSD at 0.7509 (note the outdated fx rates in the table above), iron ore prices sliding and unspectacular economic data – big drop in the June… Continue reading
BONDS IN CONVERSATION : WHO NEEDS GAME OF THRONES ?
I hear that Season 5 is over and people are moaning over the loss of the last hero left, Jon Snow. If there are any lessons in the GoT series, it is that… Continue reading
COMMODITY CRACKLES : OLIVES & OIL, SUGAR & MILK
Stock up on olive oil ! Prices have been on the uptrend since mid 2014 as crops are ravaged by disease in Spain and Italy. Greece looks like it has a trump card… Continue reading
COMMODITY CRACKLES : OLIVES & OIL, SUGAR & MILK
Stock up on olive oil ! Prices have been on the uptrend since mid 2014 as crops are ravaged by disease in Spain and Italy. Greece looks like it has a trump card… Continue reading
A Default is Never Perfect
I think it is time to remind ourselves that a default is not perfect and in these moments of lull complacency, we are setting ourselves up for the usual imperfect endings that we… Continue reading
SINGAPORE RATES WEEKLY : BEING POLITICALLY CORRECT AND CAUTIOUSLY OPTIMISTIC
US LIBOR 1M 0.1866 3M 0.28175 6M 0.4464 ECONOMIC NEWS AND DATA MAY Industrial Production +2.4% MoM, expected +1.8% MAY Industrial Production -2.3% YoY, expected -2.6% May Bank Loans and Advances -0.1% YoY… Continue reading
Thoughts On The Snakes And Ladders Equity Markets
This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** I do not think anyone would get past this weekend without talking… Continue reading
How Are Things Looking ?
Thought I would do a snapshot to see if there is visible credit or sovereign contagion. Limited reaction in credit markets with no panic selling. Banks and leaders stepping up with supportive calls… Continue reading
Rest On Sabbath For Next Week’s Rumble
A great weekend in time for us to see more stars next week as folks rejoice on the SCOTUS ruling on same sex marriage. I have been speaking to various people and will… Continue reading
Rest On Sabbath For Next Week's Rumble
A great weekend in time for us to see more stars next week as folks rejoice on the SCOTUS ruling on same sex marriage. I have been speaking to various people and will… Continue reading