To The Moon

$JPMorgan Chase(JPM)$ $Capital One(COF)$ $First Citizens BancShares(FCNCA)$ $HSBC Holdings PLC(HSBC)$ Warren Buffett once said: "Only when the tide goes out do you discover who's been swimming naked."The recent US banking crisis is a perfect example of this phenomenon. Banks such as $SVB Financial Group(SIVBQ)$, $Signature Bank(SBNY)$ of New York and $Credit Suisse Group AG(CS)$ went bankrupt or were sold off, but some well-capitalized banks benefited.But while this crisis has investors looking t

Inflation's winners need to help out the losersIt’s tough being caught in the middle, especially when it comes to inflation.The pandemic caused a significant shift in demand toward goods and away from services and shattered the stable supply-demand balance that had spawned two decades of inflation averaging just above 2%. This abrupt change in demand patterns sparked pricing shocks that basically divided companies into winners, survivors and losers on inflation.The last group will be playing catch-up on price increases, which is why inflation will most likely prove to be more stubborn than many people expect. To help cool inflation faster and return to an economy anchored by balanced supply and demand, some businesses will need to pull back on the price increases they have already passed t

Powell pretty much says he will do what it takes to bring inflation down even if it hurts the economy.US markets selling off hard now.Powell clearly spells out he is concentrating on taming inflation, IR higher for longer.No ‘Pivot’ in sight for markets.Bear Market rally now reversing.SPX500 Chart update.The 16th August resistance test of 4326 now clearly rejected.Today's bearish red candle broke below my temporary lower low with conviction.So now time to observe and NOT to predict where the market finds the next support level.$S&P 500(.SPX)$  $SP Plus(SP)$ $DJIA(.DJI)$  $NASDAQ(.IXIC)$

Government-bond yields edged higher on Friday after Federal Reserve Chairman Jerome Powell said that signs of slowing inflation haven’t given the central bank the all-clear to ease its tough stance against rising prices.New data Friday morning from the Fed’s preferred inflation measurement confirmed investors’ sense that price pressures are cooling. Still, Mr. Powell said that the central bank’s job isn’t yet done: Its progress “falls far short” of what the Fed “will need to see before we are confident that inflation is moving down,” he told colleagues at the Fed’s annual conference in Jackson Hole, Wyo.

Photo by engin akyurt on UnsplashShould these be in your portfolio?Let’s get the definitions out of the way. TIPS are Treasury Inflation-Protected Securities which have been issued by the U. S. Treasury since 1997. IABs are Inflation-Adjusted Bonds issued by the U. S. Treasury and other countries. TIPS were issued to protect investors against inflation. The principal of a TIPS increases with inflation and decreases with deflation, as measured by the Bureau of Labor Statistics Consumer Price Index for All Urban Consumers. Now it gets a little tricky. While the interest paid is usually adjusted for inflation the principal or face amount always gets adjusted. When interest rates go up more value is added to the face amount of the security and if deflation occurs they are adjusted

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ Holding and buying the dip

Despite this year's consistent decline in stock prices, with all three major indices falling into a bear market, there's still an upside case to be made for stocks. That's according to DataTrek Research co-founder Nicholas Colas, who told clients in a Tuesday note that a combination of factors, including a peak in inflation and interest rates, could drive stocks higher heading into 2023. "Cautious as we are about the near-term direction of US/global equities, it always pays to consider the other side of the trade," Colas said, adding that the market typically looks six months out when pricing securities. The first factor investors need to see to gain confidence in higher stock prices is a true peak in inflation, as well as its influence on the Federal Reserve's monetary policy.

Lael Brainard, the Vice Chair of the Fed, vowed Wednesday to press the fight against inflation that she said is hurting lower-income Americans the most.It means more interest rate increases and keeping rates higher for longer. Brainard cushioned the comments with an acknowledgement that policymakers will be data dependent and conscious of overdoing tightening.Remember, it could be the last speech before its quiet period of the September meeting.Besides, Federal Reserve Bank of Cleveland President Loretta Mester said Wednesday that she doesn’t expect the economy to fall into recession, but risks of that happening are rising, in a speech in which she stressed that the U.S. central bank needs to press forward with increasin

It’s also important to learn as much as you can before investing, says Simmons, who became the youngest full-time woman trader on Wall Street at 22 and is on track to earn $1 million this year.She learned for 2 years and now sn entrepreneur Indentify what kind of investor are you ? What is your risk tolerance [Cool] Source cnbc.comWhat inflation means to me ? Means with same amount of money, i will get lesser thing, so i have to sacrifice something that less important to be able to spend within budget.Today went to IKEA, in june a study table sell at $219 and today the price is $249 for exactly the same model. So i told my son not now ! Wait December, because in my opinion he already has a table just that a little old, he said why go up so much ? I said because of infla

$Grab Holdings(GRAB)$BullishGrab have beendip down for quite sometime now. Don't worry because of inflation , recession fear a lot of investor hold on their investment. But I tell you. We should add more on this stock. Why? In Singapore Career competitor is very strong. When mid age person been retrenchment by a company. Let's said he work intech sector due to low demand of chip and he been retrenchment by his tech company. Very difficult to find a job. Than Taxi Company or Grab company will be a very good choice for him to earn alternative income. Agreed? @TigerEvents@TigerStars

The August CPI made the market focused since the beginning of the month, as the risk-on mode back again, investors wish the inflation peaked and slightly falling back. But it didn't... Over the last 12 months, the all items index increased 8.3% YoY in August on a seasonally adjusted basis, beat the market consensus of 8.1%, slightly less than July's 8.5%. From a MoM perspective, CPI increased 0.1% month-on-month, higher than the market consensus of -0.1%, and July's 0% too. The core CPI increased 6.3% YoY in August on a seasonally ad

Many investors has heard about "Fear Index", which was corresponding to $S&P 500(.SPX)$ index, the $Cboe Volatility Index(VIX)$. It shows the trend of the market volatility, so it is widely used by investors as a hedging tool.Can VIX perfectly hedge market downturn?No.First, we must understand that what is a Volatility index.What is volatility? Volatility is a statistical measure of the dispersion of returns for a given security or market index. In most cases, the higher the volatility, the riskier the security. Volatility is often measured from either the standard deviation or variance betwee

$FedEx(FDX)$ seldom has plunge 16% due to earnings, but it happened after close September 15th. The company was supposed to announce its 23Q1 report on September 22, but it announced the preliminary results ending August 31, 2022 one week in advance. Lower Q2 guidance,widely missed estimates and withdraw guidance for fiscal year23 makes the new CEO said, The weak global freight volume has led to the disappointing performance of FedEx. The company had expected demand to increase, but it actually declined.Is this another signal of "global ecession"?It is preliminarily estimated that the adjusted opera

These are inauspicious times to be challenging the primacy of fighting inflation. Yet that is precisely what Indonesia, an emerging market icon that constantly frets about the strength and durability of capital flows, is contemplating. It doesn’t have to end in tears — if managed well.With consumer prices escalating around the world, it’s a brave nation that asks its central bank to do much more than contain the cost of living. Policy makers have been chastised for not acting sooner, and more forcefully, to rein in inflation. Ominous noises are rumbling in Britain, Australia, New Zealand and Canada about altering mandates to sharpen the focus on prices. Would it be a tragedy if a big developing country struck out in the opposite direction?It would certainly be ironic, given that Bank Indon

Inflation is sky highthese days and it is growing each monthly. Ppl life are affected. The poor are getting poorer and find it harder to maintain. In the past, I wouldn't feel the inflation as I dun see the rising cost of necessities product. But nowadays, I see instant noodle going up, milk going up bread also goes up.It's time the government need to do something to help us poor

In the last week of August, the US stock market started in a hawkish mood, the decline of the previous friday continues, with $NASDAQ(.IXIC)$ index fell 2.13%, $S&P 500(.SPX)$ index fell 1.76%. There is another thing that investors worries.The Feds "accelerates" balance-sheet run off in September.As we know, the Federal Reserve officially started the balance-sheet off in June, with the monthly limit of 47.5 billion US dollars before August. In June, the US stock market fell for three consecutive weeks after a rebound at the end of May. Coupled with the unexpected CPI, market&n

Singapore’s gross domestic product (GDP) is tipped to expand by 3.5% in 2022, according to market watchers in the Monetary Authority of Singapore’s (MAS) September survey of professional forecasters. This comes after the 4.4% GDP expansion seen in the 2Q2022, which stood below the respondents’ median forecast of 4.8% in the June survey.The new estimate is lower than the 4.0% forecast stated in MAS’s March survey and the 3.8% forecast in the June survey. Within the key macroeconomic indicators, the respondents see lower y-o-y growths for the finance & insurance, construction and wholesale & retail trade industries.In the current survey, respondents expect the economy to grow by 3.9% in 3Q2022According to the 21 economists and analysts who responded, the Singapore economy is most lik

Global inflation is finally coming off the boil, even if it’s set to remain far too hot for the liking of the world’s central bankers.As economic growth slows, prices for key raw materials — from oil to copper and wheat — have cooled in recent weeks, taking pressure off the cost of manufactured goods and food. And it’s getting cheaper to move those things around, as supply chains slowly recover from the pandemic.After the worst price shock in decades, the speed at which relief arrives will vary, with Europe in particular still struggling. But for the world as a whole, analysts at JPMorgan Chase & Co. estimate that consumer-price inflation will fall to 5.1% in the second half of this year — roughly half of what it was in the six months through June.“The inflation fever is breaking,” say

The global economy faces not one but four key uncertainties including a downturn next year, according to Singapore central bank chief Ravi Menon, in a signal that policy makers will be in firefighting mode for longer.He listed severity of the downturn, inflation’s trajectory in the medium term, impact of geopolitics on markets and climate risk on portfolios as the main risks to the global outlook.The key question is how deep and prolonged will the downturn be, Menon, managing director of the Monetary Authority of Singapore, said in a speech at the SuperReturn Asia conference of private equity and venture capital enthusiasts. That depends on how high and persistent inflation is, in which case central banks have no choice but to tighten more and for longer than markets are predicting, he add

2022 Q3 earnings season's coming, Will it be another growth season?As of October 10, the $S&P 500(.SPX)$ is expected to report (year over-year) earnings growth of 2.4% for the third quarter, which would be the lowest earnings growth reported by the index since Q3 2020. $SPY(SPY)$ Based on the average improvement in earnings growth during the past few earnings seasons due to companies reporting positive surprises, it is likely the index will report earnings growth between 6% and 7% for Q3.Why the actual value can be as high as 7% while the market consensus only 2.4%?In fact, the actual earnings growth rate has exceeded the estimated earnings gr

$JPMorgan Chase(JPM)$ $Capital One(COF)$ $First Citizens BancShares(FCNCA)$ $HSBC Holdings PLC(HSBC)$ Warren Buffett once said: "Only when the tide goes out do you discover who's been swimming naked."The recent US banking crisis is a perfect example of this phenomenon. Banks such as $SVB Financial Group(SIVBQ)$, $Signature Bank(SBNY)$ of New York and $Credit Suisse Group AG(CS)$ went bankrupt or were sold off, but some well-capitalized banks benefited.But while this crisis has investors looking t