Fed

Investing strategy

Time to stock up on defensive assets for a volatile 2H18, says State Street

SINGAPORE (June 25): State Street Corporation advises investors to start adopting a more defensive stance on expectations of global volatility in 2H18, as the environment becomes more challenging f

US Economy

Powell's Fed stays dovish but rates could rise faster than suggested

(Mar 22): The latest FOMC meeting appears to confirm that Chair Jay Powell’s Fed will remain dovish. Interest rates will rise slowly, while changes to the outlook will be incremental and reactive.

Global Economy

Bond traders watch central-bank decisions to confirm 2018 rout

NEW YORK (Jan 22): The world’s biggest bond market probably needs a little push from central banks to prop up yields at the highest in more than three years.

Investing strategy

Saxo Bank predicts 'ugly end' to complacency bubble in 2018

SINGAPORE (Dec 8): Following a generally smooth-sailing year for global risk assets – one that came as a shock to bears and gold bugs expecting 2017 to be the year of volatility – Saxo Bank now see

Broker's Calls

Buy S-REITs on dips as valuations remain stretched, advises OCBC

SINGAPORE (Aug 22): OCBC Investment Research is maintaining “neutral” on Singapore REITs (S-REITs) after all 24 REITs under its coverage reported 2Q17 results that came in line with its expectation

Global Economy

Fed starts to wonder if cornerstone inflation model still works

WASHINGTON (Aug 17): Federal Reserve officials are looking under the hood of their most basic inflation models and starting to ask if something is wrong.

Investing strategy

5 investment themes to prepare for the unexpected this year

SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overw

Ringgit

Currencies

Things will get worse for the Malaysian ringgit: BMI Research

HONG KONG (Jan 5): Malaysia’s ringgit, one of Asia’s worst-performing currencies over the past year, has further to fall, according to BMI Research.

Done with mourning Trump’s victory? Now, turn to Asian equity markets

SINGAPORE (Nov 9): While the setbacks of a possible Donald Trump presidency have been oft discussed among economists and analysts, few have actually expected the Republican to achieve a clean sweep

Why the battle for Asian equities is only half won: Bank of Singapore

SINGAPORE (Oct 14): Although the Bank of Singapore remains “neutral” on Asian equities, the research house still prefers them over the developed markets (DM) of US, Europe and Japan, which have bee

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