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yield curve
Right Timing
REIT Index set to move higher along with HSI as STI reaches tail end of retreat
The yield curve continues to normalise as interest turns to Hong Kong/China equities and S-REITs.
18 days ago
Right Timing
STI is overbought, but Hang Seng Index breaks out as yield curve normalises
As the yield curve normalises, the Hang Seng Index and HSTECH ETF break out but STI could consolidate
25 days ago
Global Economy
Yield curve normalises
The yield curve has normalised with Fed dot plot indicating an FFR of 4.4% by end-2024
26 days ago
Bonds and treasuries
Fed could embark on shorter, sharper recalibration cycle if needed, says DBS
The US Treasuries curve further steepened overnight, now putting between the two-year and 10-year spread to -14 bps.
July 25, 2024
US Economy
US yield curve steepens as bond traders see Fed cuts looming
Yields on two-year Treasuries slid three basis points, while those on 10-year bonds were up by about the same amount.
July 25, 2024
US Economy
How the 'yield curve' is scrambling recession signals
Rather than the curve changing shape because short-term rates are falling, it is changing shape because longer yields are surging
October 19, 2023
Right Timing
As market awaits Fed minutes, no Goldilocks scenario
The Fed is likely to dictate direction as US inflation figures were underwhelming
August 11, 2023
Broker's Calls
With rates higher for longer, S-REITs to stay lower for longer says JP Morgan
If rates stay higher for longer, S-REITs could stay lower for longer
March 06, 2023
US Economy
Is normal really what we want?
When it comes to yield curves, abnormal is worth relishing
March 01, 2023
Tong's Portfolio
Why growth stocks have higher betas
As we said, investing is about relatives, a continuous weighing of the prospects of all alternatives.
March 12, 2021