To The Moon

The CPI data of the United States in January was released, which was consistent with our previous prediction. Prices showed more signs of warming up. And the Fed's path of raising interest rates became more hawkish, the swap market tested a higher peak of raising interest rates, which led the global stock indexes to fall into correction, and crude oil and gold fell deeper.Under the clear prediction of fundamentals and technology, the rebound of the US dollar has a higher probability of confirmation, but the trend of the US dollar is quite hesitant.This gives us a question:When the interest on debt of the US federal government is about to exceed 1 trillion US dollars, and under the background that the hidden dollar debt around the world has been over $60 trillion, w

Beware of second-order impact In Budget 2023, the Singapore government has noble intentions to fight inflation. However, the Budget measures could drive up inflation instead of bring it down. This is due to the second-order impact from measures such as cash handouts and higher taxes. Here are my insights: Inflation Drivers Demand-pull inflation Wage-push inflation Higher HDB Grant Higher property taxes Higher tobacco tax Disinflation Driver Boosting innovation and productivity Inflation Drivers Demand-pull inflation Singapore's 2023 Budget plans to give up to S$9.6 billion in handouts. Total cash distributed to eligible residents would be up to S$1,300 in 2023. In total, S$600 worth of CDC vouchers will be granted to Singapore households in 2023 and 2024.

Welcome to READ the full PDF of Singarpore 2023 Budget Booklet.Singapore Finance Minister Lawrence Wong said the government will increase handouts( S$104 billion ($78.4 billion spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below are some Industry and SG stocks winners that may benefit from the new budget measurements.Welcome Tigers to reply to t