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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
Can Malaysia’s Car Boom Keep Going?
Malaysia’s automotive market continues to defy economic uncertainty, with vehicle sales rising nearly 3% in the first seven months of 2026 and the Ma…
1 month, 3 weeks ago
Can Markets Survive Higher Yields?
Stronger-than-expected US economic data is keeping pressure on Treasury yields and complicating the outlook for interest rates, even as investors awa…
1 month, 3 weeks ago
The K-Shaped Economy in The US?
Walmart, Home Depot and Target all reported this week, and the picture they paint is of a K-shaped American consumer, where Walmart's US comparable s…
2 months ago
US Treasury Buybacks, Dollar Weakness and Asian Currency Outlook
Vishnu Varathan from Mizuho Bank speaks about the impacts of the recent FOMC minutes, which revealed a split between members wanting to hike rates an…
2 months ago
Market Watch - Aug 20, 2026
Market Watch - Aug 20, 2026
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2 months ago
Tech Sell-off, China Growth & Gold's Rally
A sharp pullback in semiconductor stocks and climbing global bond yields signal growing market fatigue as investors weigh the rising capital costs of…
2 months ago
What's Moving Markets : Treasuries, Oil & Results
Equities have responded negatively as crude oil prices have moved to their highest in two months while the 30-year US Treasury yield hit its highest …
2 months ago
US Stagnation, Central Banks & Gold Breakout
Despite the S&P 500 reaching record highs, deteriorating US retail sales and falling consumer sentiment signal that equity markets may be priced to p…
2 months ago
China Consumption, Yuan Strategy & BOJ Policy
Falling car sales for ten consecutive months and JD.com's first quarterly revenue drop in over a decade underscore China's persistent household consu…
2 months, 1 week ago