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FX Winners and Losers in Gulf Crisis Fallout
Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending l…
5 months, 1 week ago
US Fed Now Expected to Hike Rates?
The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Mark…
5 months, 1 week ago
Markets Underwhelmed by Trump-Xi Summit
Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strai…
5 months, 1 week ago
How Much Further Can Asian Tech Go?
Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia …
5 months, 1 week ago
S&P Breaks 7500, a Shrinking Fed, and Shanghai’s Surge
Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields…
5 months, 1 week ago
AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
Are soaring tech stocks blinding the market to a structural collapse in the traditional economy?
While AI demand creates a high-growth "mirage" in the…
5 months, 1 week ago
How Real is the NACHO Trade?
The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally?…
5 months, 1 week ago
Singapore Banks Show Resilience in Uncertain Environment
A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, d…
5 months, 2 weeks ago
Markets Ride the AI Wave Amid Rising Global Risks
Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil …
5 months, 2 weeks ago
Markets Navigate Shifting Rates, Oil and Growth Risks
Stronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all s…
5 months, 2 weeks ago