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Even Amid Tariffs, US Exceptionalism Intact
The US economy is holding up despite tariff uncertainty and all eyes will be on comments from the Jackson Hole symposium this week by Fed Chair Jerom…
1 year, 2 months ago
ASX, The Region's Sleeper Hit
The ASX 200 has outperformed other regional markets in the first half of the year despite global economic headwinds. What's driving the rally in Aust…
1 year, 2 months ago
Don't Expect The Fed To Cut Drastically
The wholesale inflation data surprised on the downside with fed rate cut expectations scaled back. We ask Brian Arcese, Portfolio Manager & Equity An…
1 year, 2 months ago
Will The Fed Turn Dovish Or Hawkish In September?
Although markets have priced in Federal Reserve rate cuts in September, is this a foregone conclusion? Tony Nash of Complete Intelligence gives a not…
1 year, 2 months ago
Mixed Results From Singapore’s Top Three Banks
Singapore’s top three banks posted mixed results in Q2 2025. Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, Singapore shares i…
1 year, 2 months ago
Long-Awaited U.S. Rate Cuts Are Just Around the Corner
The Federal Reserve is poised to cut interest rates by 50 basis points in September after July’s CPI came in lower than expected. Carlos Casanova, Se…
1 year, 2 months ago
Asian FX, A Mix Bag
Asian currencies have been navigating a volatile landscape, shaped by shifting US dollar momentum, mixed signals from the Federal Reserve, and mounti…
1 year, 2 months ago
Will Inflation Or Labour Data Guide The Fed?
The Federal Reserve is widely expected to cut rates in September on the back of weakening labour data, but how might rising inflation affect the futu…
1 year, 2 months ago
Malaysian Markets Unfazed By US Tariffs
The FBM KLCI gained 1.5% in the five days after Donald Trump’s latest round of sweeping tariffs came into force on August 7th. Does this indicate res…
1 year, 2 months ago
Don't Forget EM Bonds
The US markets saw selling pressure last evening as investors became nervous over lofty valutions. We ask Tim Mulholland, President, TJM Limited in C…
1 year, 2 months ago