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Oil, Jobs And The Fed's Next Move
US markets closed higher overnight, but the calm hides a lot of tension underneath. Oil has pushed to its highest level since July as the Middle East…
1 month, 2 weeks ago
Corporate Malaysia Best Quarter Since 2020
Malaysian corporate earnings for the June quarter came in stronger than almost anyone expected, with more positive surprises and fewer misses than th…
1 month, 2 weeks ago
Can America Grow Its Way Out of Debt?
The G20 has wrapped up against a backdrop of geopolitical tensions, trade disputes and rising global bond yields, with US Treasury Secretary Scott Be…
1 month, 2 weeks ago
Are Bond Markets Becoming the Bigger Risk?
Fresh US economic data, rising global bond yields and renewed Middle East tensions are giving investors plenty to contend with as September gets unde…
1 month, 2 weeks ago
Warsh Puts Rate Hikes Back In Play
Kevin Warsh has used his first Jackson Hole address as Fed Chair to put the fight against inflation firmly back at the centre of monetary policy, rai…
1 month, 2 weeks ago
Inside Malaysian Banks' Q2 Earnings
Malaysia’s banking sector has just wrapped up its second-quarter 2026 earnings season, offering fresh insights into how the country’s largest lenders…
1 month, 2 weeks ago
The Ringgit's Rally Isn't Really About Malaysia
The ringgit has firmed against the US dollar in recent weeks, from around RM4.09 in mid-August to roughly RM4.03 — but how much of that is a Malaysia…
1 month, 3 weeks ago
Warsh's First Jackson Hole, And The Weakening US Dollar
We look at what yesterday's jobless claims say about the US labour market, and what to listen for when Kevin Warsh delivers his first Jackson Hole ke…
1 month, 3 weeks ago
Nvidia Earnings: Has The AI Trade Peaked?
Nvidia's earnings are once again taking center stage as the AI market barometer, even as tech behemoths commit close to US$700 billion in AI CAPEX th…
1 month, 3 weeks ago
Trade Wars, Bond Buybacks & Jackson Hole
This week equity markets are being dictated by the escalating trade war between the US and Canada while recovering Treasury yields lent some support.…
1 month, 3 weeks ago