Tag Archive: FED FOMC

BONDS IN CONVERSATION : PREPARE TO BE UNPREPARED

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Happy SG50, Folks ! My web developers must have timed their delay perfectly to launch the new site tomorrow on NATIONAL DAY (or so they promise) and I apologise for the sporadic posts… Continue reading

BONDS IN CONVERSATION : TIME FOR A BLUE MOON

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What a week and what a time for renewal. Renewed selling in Chinese stocks, renewed EM bashing, renewal in Malaysia with a fire that destroyed evidence and hopefully, they can start afresh, and… Continue reading

Forex Musings : To Have Nothing To Worry About

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I had a strange encounter recently, hanging out at a club where I was a guest of a member and somehow managed to antagonise a lady with my singing and dancing “prowess” that… Continue reading

FX Thoughts : The Inconsequential Elections And The Payrolls

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The rule of thumb before has been to sell on election news and buy on election results, especially when a new party wins which buys the economy new hope, just like it did… Continue reading

Bonds In Conversation : No Cut Means Hike ?

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Thank goodness for the long weekend coming right up in this crazy world of earthquakes, Russian spacecrafts spinning out of control in space, riots and elections. Holidays ASIA/EUROPE/AFRICA/LATAM 1 MAY UK 4 MAY… Continue reading

FOMC : The Mother of All Rate Cuts

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Is it any wonder that bankers which include the economists and strategists all draw higher salaries than the people at the Fed and that the promising and/or prominent officials often end up working… Continue reading

Daily Brekkie Bond Wrap

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Investment Grade: Despite a firmer macro backdrop, Asian credit started the week on a weak tone, as lower commodity prices led by oil, weighed on sentiment. There was some selling in the low… Continue reading

Australia Focus : Not All Is Lost

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“Australia’s high-value services exports, led by tourism and education, have overtaken iron ore to become our biggest foreign exchange earners. Services exports now are worth more than coal and LNG combined.” http://www.smh.com.au/business/comment-and-analysis/iron-ore-no-longer-our-biggest-export-20150313-142za6.html#ixzz3UGC22twx The… Continue reading

BREKKIE BOND WRAP

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Daily Credit Wrap: INVESTMENT GRADE: Sentiment was generally firmer across Asian credit yesterday. IG spreads were about unchanged. We did hear of some profit-taking in outperforming BBB names, but it was easily absorbed… Continue reading

Equity Focus : Serving Up The CLSA Feng Shui Index And Apple

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** For the old faithfuls like myself, the CLSA Fengshui Index for the HSI… Continue reading