Market Delusion: Valuations Ignore Cash Flow
Current equity valuations are double historical averages, signaling a significant market overextension.
Singapore Dollar Strength: Risky Bet Against
Analysts predict the Singapore dollar will strengthen against the US dollar.
Paper Gains Drive US Wealth, Real Estate
The Federal Reserve's latest report shows a significant rise in household net worth.
Market Mispriced Ahead of Rate Hikes
The Fed's inflation gauge is expected to show faster inflation. Markets are pricing in a rate hike, but liquidity risks are being overlooked.
Market Lessons Forgotten
Investors must remember historical market lessons as the Federal Reserve's hawkish stance sends bond yields soaring, impacting global markets and tech stocks
World Cup Betting Boom: Market Growth, Economic
The 2026 World Cup projects a $60 billion betting handle, fueled by US market growth. DraftKings and Flutter Entertainment show strong revenue, yet Federal
US-Iran Deal Reopens Strait, Boosts Stocks
A landmark US-Iran deal to reopen the Strait of Hormuz sends oil prices lower and ignites a broad rally in US stock markets, easing inflation concerns.
Iran Deal Impacts Bond Market
The Iran deal is expected to increase oil production, reducing oil prices and impacting the economy and bond market, with treasury yields declining modestly
Hormuz Deal Boosts Stocks, Eases Inflation Fears
US stock futures surge as Washington-Tehran deal reopens Strait of Hormuz, driving oil prices down and easing inflation fears ahead of the Federal Reserve
New Fed Chair Kevin Warsh: A Hawkish Pivot for Interest Rates
Kevin Warsh's appointment as Federal Reserve Chair signals a hawkish shift. With inflation stubbornly high, expect potential interest rate hikes under his new leadership.