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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
Black Sea Attacks Threaten Global Trade
The Black Sea is becoming an increasingly dangerous front in the Russia-Ukraine war, as attacks on ports, warships and commercial infrastructure thre…
2 months, 1 week ago
Tame CPI Reading In The US, Will The Fed Cut Interest Rate?
US inflation came in softer than feared, and markets took it as a green light — indices are sitting at or near record highs. We ask Tony Nash what th…
2 months, 1 week ago
Singapore Banks: Are the Premiums Justified?
Singapore’s three banks, DBS, OCBC and UOB, announced strong second quarter earnings recently, which significantly impacted the movement of Singapore…
2 months, 1 week ago
Central Banks Keep Markets Guessing
Investors are navigating increasingly divergent signals from the world's major central banks as inflation and interest-rate expectations shift. The R…
2 months, 1 week ago
Can US Equities Keep Defying the Risks?
US equities have pulled back after reaching record highs, but investors continue to navigate a complicated mix of geopolitical tensions, shifting int…
2 months, 1 week ago
Are Foreign Funds Returning to Bursa?
After two consecutive months of net selling, foreign investors returned to Bursa Malaysia in July, helping push the FBM KLCI up 3.7% over the month. …
2 months, 2 weeks ago
AI Capex, Aussie Dollar Risks, & Weak US Jobs
US equity markets touched new record highs following a shock contraction in non-farm payroll figures, as investors priced in a more dovish Federal Re…
2 months, 2 weeks ago
Bitcoin’s 50% Dip: Did AI Steal Crypto’s Thunder?
Following an all-time high near $126,000, Bitcoin has retraced nearly 50% to trade around $64,000. A massive $19 billion liquidation event, triggered…
2 months, 2 weeks ago