Welcome!
US Federal Reserve
US Economy
Fed signal for rate pause takes pressure off hot jobs report
The FOMC has raised rates by 5 percentage points in the past 14 months to curb inflation running more than double their 2% target.
June 01, 2023
Silicon Valley Bank fallout
SVB's collapse shows the world's favourite safe asset isn't risk-free
Uncle Sam has always been seen to be good for the cash
March 30, 2023
Global Markets
This market is a teenager who needs to be grounded
Like a parent disciplining a difficult child, it knows what it has to do, even though it may not relish doing it.
October 13, 2022
US stocks
Buy dips 'very selectively', remain diversified and buy gradually over coming months amid sharp drop in US stocks: OCBC
US stocks saw their worst day in over two years on Sept 13.
September 14, 2022
Right Timing
Uptrend of interest rates remains but treasury yields may have less upside
After the Fed raised FFR by 75 bps on July 27, the forecast is for slower hikes this year, for FFR to hit 4% by 1Q2023
July 28, 2022
Global Economy
Fed Sees ‘More Restrictive’ Rates Possible If Inflation Persists
The Fed has indicated a 75bps hike in FFR this month but Bloomberg economists say it could be 50bps if oil prices fall
July 07, 2022
Right Timing
Market takes Fed’s 3-2-3 and property curbs in its stride
Property measures are likely to impact agencies more than developers says OCBC's Carmen Lee. The Fed's hawkish stance hurts REITs
December 16, 2021
Global Economy
The global dangers of rising US inflation
As US inflation continues to accelerate, it's not only the Fed that needs to remain vigilant.
July 15, 2021
Singapore economy
MAS announces further extension of US$60 bil swap facility with US Fed
MAS has announced the further extension of the US$60 billion swap arrangement with the US Fed and of the MAS USD Facility.
June 17, 2021
Economic outlook 2021
Strong but spotty growth for 2H2021
Will we see growth and inflation in the latter half of 2021?
June 11, 2021