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Mar 112 min read
Bond Market Insights - Tues, 11 Mar 2025
Markets kicked off the week with investors indigestion due to U.S. President Trump’s weekend remarks alluding to a “period of transition”...
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Mar 52 min read
Bond Market Insights - Wed, 05 Mar 2025
DJIA -1.6% / S&P -1.2% / CCMP -0.4% / US10YR +8.5pts 4.24 / CRUDE -0.3% $68.15 / GOLD +0.7% $2,914 / VIX +2.9% $23.44. US The chaos...
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Mar 42 min read
Bond Market Insights - Tues, 04 Mar 2025
Fear continues to stoke U.S. Treasuries. 10yr yields shedding another 5bps to 4.16%, the lowest level in 3 months on the back of US ISM...
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Mar 23 min read
SGX Sinapore Depository Receipts - Can they be Asia's answer to the ADR?
Singapore has recently introduced a new requirement for family offices to allocate at least S$50 million into Singapore-listed...
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Feb 213 min read
Japan Inflation: A Historical Comparison
Japan’s inflation remains elevated, with nationwide CPI hitting 4.0% y/y in January (from 3.6% in December), driven primarily by rising...
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Feb 212 min read
Bond Market Insights - Fri 21 Feb 2025
Stock markets softened further overnight, with renewed concerns about consumer spending and geopolitical uncertainty. The Dow closed down...
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Feb 203 min read
Bond Market Insights - Thurs, 20 Feb 2025
Global markets inched higher overnight as the latest Federal Reserve minutes were digested. Treasury yields edged lower, with the 10yr...
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Feb 192 min read
Bond Market Insights - Wed, 19 Feb 2025
Bond Market Insights - Wed 19 Feb 2025 U.S. Treasury yields climbed higher on Tuesday, reversing Friday’s retail sales-driven gains, as...
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Feb 132 min read
Bond Market Insights - Thurs, 13 Feb 2025
A hot U.S. CPI report for January (up 0.5 m/m) caused a distrubance in the Force, equities initially stumbled but found their footing,...
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Feb 122 min read
Bond Markets Insights - Wed, 12 Feb 2025
Markets were subdued ahead of CPI. U.S. Treasury yields rose marginally, while equities were mixed. Powell’s testimony before the Senate...
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Feb 113 min read
Bond Market Insights - Tues, 11 Feb 2025
Markets continued their steady climb despite ongoing uncertainties surrounding trade policies and tariffs. Equity markets also remained...
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Feb 102 min read
Bond Market Insights - Mon, 10 Feb 2025
UST yields bounced Friday on another solid jobs report + a sharp uptick in UMich inflation expectations, with 2yrs closing at 4.29%, up...
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