The focal point last week centered on central bank meetings. The FOMC meeting proved largely uneventful, with the Federal Reserve keeping rates unchanged as widely anticipated. In contrast, the Bank of Japan (BOJ) began shifting towards an exit from its monetary easing strategy. This significant shift has prompted us...

This week in the financial markets, strong economic data emerged from the United States, complemented by another week of tech earnings where major tech companies exceeded analysts' estimates. Yet, when taking a broader and longer-term perspective into account, concerns of an impending recession, coupled with heightened capital expenditure (CAPEX)...

This week has seen increased volatility across various asset classes, primarily due to the ongoing Israel-Hamas conflict. Notable events included the release of earnings results for Netflix and Tesla, as well as the unveiling of China's GDP growth numbers. In this week’s report, we have provided coverage of the...

The past week has seen markets roiled by a surge in volatility, primarily driven by two major factors: the Israel-Hamas conflict and the release of crucial inflation data. These events had investors and analysts closely monitoring their potential impact on market dynamics. In this market week wrap, we'll discuss...

After weeks of market volatility, this week brought some relief for equity investors with positive gains. Among the top concerns this week are speculation about the next steps from the Bank of Japan (BOJ), anticipation surrounding developments at FTX, and the news that ExxonMobil is closing in on a...

With rapid developments in the financial markets, staying abreast of the financial world's happenings is crucial. Over the past week, notable developments included Meta's product launches and rising US Treasury yields. On Top of Our Mind This Week: Meta's Evolving Strategy at Connect 2023 Meta Price Chart (Source: Google Finance) Mark Zuckerberg's...

After another action-packed week in the market, we observe systematic risks are playing a bigger role in the change in valuation of various asset classes. From the past week, notable events include the FOMC meeting and the oil market rally.  On Top of Our Mind This Week: Oil Prices Surge Amid...

Both the equity and bond markets faced volatility after the Fed's decision to halt interest rate increases, yet signalled one more hike by the end of this year.However, in the longer-term outlook for 2024 and 2025, interest rates are anticipated to trend downwards. Bonds are poised to benefit. As of...

As we wrap up an eventful week in the financial world, we observe a delicate equilibrium of hope and prudence prevailing on the global stage. From the past week, notable events include the ECB's interest rate decision and China's central bank's move to boost liquidity. On Top of Our Mind...

In this edition of Weekly Kick Start, we will be spotlighting the year's most eagerly awaited tech IPO: ARM Holdings. The renowned British chip designer is seeking to capitalize on the AI buzz. Additionally, we will delve into the primary market drivers of last week and highlight what to...