Weekly Market Wrap | 14 October 2022

US CPI runs hot; CCP’s Party Congress; assets that keep pace with inflation

Weekly Market Wrap | 15 April 2023

#USInflation #SingaporeGrowth #30KBitcoin Topic #1: US Inflation fell to its lowest level in 2 years Changes in prices (YoY) (Source: Financial Times, US Bureau of Labor Statistics) The US Bureau of Labor Statistics has released the consumer price index data for March which increased by 5% year-on-year, a significant deceleration compared to...

2023 Q4 Investment Outlook: What could “Higher for Longer” Mean?

From Boom to Caution: The Q3 Market Review Following a stellar performance in the first half of the year, Q3 painted a different picture. Global stocks faced headwinds, with MSCI World index marking a 3.4% decrease. Notably, the US equity arena bore the brunt, with the tech-centric Nasdaq Composite Index...

S-REITs Earnings Recap For 2023

It’s been a tumultuous year for S-REITs, with the sector being plagued by high inflation rates and growing interest rates. Despite these challenges, S-REITs made a comeback and reached a record high in December 2023.Here is a quick recap of the latest S-REIT earnings season. Table of Contents Diversified REITCapitaLand Ascendas...

Top 5 Investment Themes for 2025 

DOWNLOAD SYFE MARKET OUTLOOK AND INVESTOR TRENDS 2025 As President Trump takes office, a new wave of policies—ranging from tariffs and tax cuts to America-first initiatives—is set to reshape the economic landscape. At the same time, investors face looming risks, including elevated valuations, potential trade tensions, and US fiscal challenges. In...
gold

Gold Shines as Dollar Wanes: Why Gold Is Becoming the World’s Go-To Safe Haven Asset

In a shift in global financial strategy, gold prices have surged above US$3,400 per ounce, making gold the second-largest reserve asset globally, after the US dollar.

Fed Watch: We Need To Talk About Kevin

Markets were in a tailspin earlier this week after Kevin Warsh, an inflation hawk, was nominated to lead the Federal Reserve. But the views of the incoming Fed chair are more nuanced than the market reaction suggests. Here’s why – and what it means for your portfolio. I missed the...

Weekly Market Recap | 20 December 2020

Vaccine-driven optimism and progress towards a stimulus package continues to drive the stock market rally

Weekly Market Commentary | 4 July 2021

US stocks continue to rally; Chinese Communist Party 100th Anniversary

Weekly Market Commentary | 22 November 2021

Strong US October retail sales, elevated interest in EV makers