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TGIF Moo-ers! As we enter into the weekend, it’s time to take stock of what has been a whirlwind week. From the ‘Trump Trade’ to a rotation out of tech to a selloff in the three major US stock indexes, concerns appear to be growing around the longevity of the current bull market run.
The CBOE Market Volatility I...
TGIF Moo-ers! As we enter into the weekend, it’s time to take stock of what has been a whirlwind week. From the ‘Trump Trade’ to a rotation out of tech to a selloff in the three major US stock indexes, concerns appear to be growing around the longevity of the current bull market run.
The CBOE Market Volatility I...
Buy the dip, or clear the ship?
Jul 22 22:00
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Do you use emoji in your daily life? Everything can be expressed with emoji, and any number of emoji can form countless complex puzzles.
You only need to decipher each string of permutations and combinations to get the hidden information!
Guessing stocks by emoji is a fun and simple quiz! You need to guess the Singapore stocks or SREITs it represents based on the emoji combination!
For example, 📞📱📶📡🌍may represent $Singtel (Z74.SG)$, ...
You only need to decipher each string of permutations and combinations to get the hidden information!
Guessing stocks by emoji is a fun and simple quiz! You need to guess the Singapore stocks or SREITs it represents based on the emoji combination!
For example, 📞📱📶📡🌍may represent $Singtel (Z74.SG)$, ...
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$Hang Seng Index (800000.HK)$ recorded a 27% increase in November, the largest monthly increase since 1998. The trend continued into early December and was further reinforced by rounds of policy easing of restrictions last week.
As China's epidemic policy is further relaxed, Wall Street's calls to buy Chinese concept stocks are getting louder.
Do you also want to share the benefits brought by emerging Chinese companies?
For ...
As China's epidemic policy is further relaxed, Wall Street's calls to buy Chinese concept stocks are getting louder.
Do you also want to share the benefits brought by emerging Chinese companies?
For ...
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Former President Donald Trump responded to the news that $Tesla (TSLA.US)$ CEO Elon Musk's planned $Twitter (Delisted) (TWTR.US)$ buyout is temporarily on hold.
"There is no way Elon Musk is going to buy Twitter at such a ridiculous price, especially since realizing it is a company largely based on BOTS or Spam Accounts," Trump posted on his social media platform, Truth Social.
"Fake anyone?" Trump posted, Mashable reports. "...
"There is no way Elon Musk is going to buy Twitter at such a ridiculous price, especially since realizing it is a company largely based on BOTS or Spam Accounts," Trump posted on his social media platform, Truth Social.
"Fake anyone?" Trump posted, Mashable reports. "...
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The past week has been a dark period in the history of crypto, with the total market capitalization of this industry dipping as low as $1.2 trillion for the first time since July 2021. The turmoil, in large part, has been due to the real-time disintegration of $Terra (LUNA.CC)$.
Last week, Terra has officially stopped block production as the blockchain's native token hit a low of $0.0003, near zero.
In a tumble start...
Last week, Terra has officially stopped block production as the blockchain's native token hit a low of $0.0003, near zero.
In a tumble start...
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Singapore real estate investment trusts can benefit from their safe-haven status during a time of market volatility as the U.S. Fed raises interest rates, analysts from DBS say in a research note.
The Fed's clarity on its rate-rise trajectory will likely lead to more price stability for Singapore REITs, they say.
What are Real Estate Investment Trusts (REITs)?
Real Estate Investment Trusts (REITs) are funds that invest in a port...
The Fed's clarity on its rate-rise trajectory will likely lead to more price stability for Singapore REITs, they say.
What are Real Estate Investment Trusts (REITs)?
Real Estate Investment Trusts (REITs) are funds that invest in a port...
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Prices can be rigged to create an illusion of price stability. The US Fed increased its buying of inflation-linked Treasury bonds (TIPS) since March 2020 at a faster pace than they were issued by the US Treasury, artificially pushing TIPS prices up and creating an illusion that the market is unconcerned about price inflation.But that is not all. Government statisticians are not above fiddling the figures or presenting figures out of context. We believe the CPI inflation fi...
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Goldman Sachs continues to be bullish: January will see hundreds of billions of dollars in incremental capital inflows.
There are two main reasons for Goldman's forecast:
One is that global equity inflows this year have exceeded those of the past 25 years combined, a situation that "will take a much bigger correction to change".
The second, and more important, reason is that January is typically when most funds allocate their money.
In each of the 24 years from 1996 to 2020, capital inflows in January exceeded those in the other 11 months of the year, accounting for 134% of total capital flows, while outflows in the other 11 months were 34%.
Private wealth managers around the world are now allocating more to equities and less to bonds, a trend Goldman sachs reckons will continue.
In contrast to Goldman's staunchly bullish stance, Morgan Stanley warned that the outlook for U.S. stocks was worse than most expected.
Fed tapering (fire) and slowing growth (ice) may play a song of ice and fire. Let's hope investors are fully aware of the risks of slower growth. The risks of a sustained cyclical downturn in the economy are as important to investors as external shocks.
Overall, Morgan Stanley thinks the impact of Fed tapering and slowing growth on U.S. stocks could be worse than most expect.
As a result, investors should guard their equity positions against speculative stocks, and high-tech stocks are vulnerable. Investors should focus on defensive assets with stable earnings, such as health care, REITs and consumer staples.
It believes the Fed is beginning "a very long process of removing monetary accommodation". At the same time, the strategist believes the Hawkish fed shift is still not widely recognized by the market, even though the most expensive basket of investment stocks, growth stocks, has started to suffer.
As markets and the Fed come to realize that inflation is not temporary, there could be further valuation killings.
Which opinion do you prefer?
$S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $Dow Jones Equity REIT Index (.DJR.US)$ $Healthcare Realty Trust Inc (HR.US)$
There are two main reasons for Goldman's forecast:
One is that global equity inflows this year have exceeded those of the past 25 years combined, a situation that "will take a much bigger correction to change".
The second, and more important, reason is that January is typically when most funds allocate their money.
In each of the 24 years from 1996 to 2020, capital inflows in January exceeded those in the other 11 months of the year, accounting for 134% of total capital flows, while outflows in the other 11 months were 34%.
Private wealth managers around the world are now allocating more to equities and less to bonds, a trend Goldman sachs reckons will continue.
In contrast to Goldman's staunchly bullish stance, Morgan Stanley warned that the outlook for U.S. stocks was worse than most expected.
Fed tapering (fire) and slowing growth (ice) may play a song of ice and fire. Let's hope investors are fully aware of the risks of slower growth. The risks of a sustained cyclical downturn in the economy are as important to investors as external shocks.
Overall, Morgan Stanley thinks the impact of Fed tapering and slowing growth on U.S. stocks could be worse than most expect.
As a result, investors should guard their equity positions against speculative stocks, and high-tech stocks are vulnerable. Investors should focus on defensive assets with stable earnings, such as health care, REITs and consumer staples.
It believes the Fed is beginning "a very long process of removing monetary accommodation". At the same time, the strategist believes the Hawkish fed shift is still not widely recognized by the market, even though the most expensive basket of investment stocks, growth stocks, has started to suffer.
As markets and the Fed come to realize that inflation is not temporary, there could be further valuation killings.
Which opinion do you prefer?
$S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $Dow Jones Equity REIT Index (.DJR.US)$ $Healthcare Realty Trust Inc (HR.US)$
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