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## Posts

- [Why the Fed May Hold Rates: a Surprising View](https://sgfinances.com/why-the-fed-may-hold-rates-a-surprising-view/) - With the recent Consumer Price Index (CPI) data that came out on Friday, 11 September markets are now heavily pricing in for a rate hike. With CPI increasing +0.4% in august (3.4% the last 12 months). This data has made many people to now expect the FED to raise rates in the upcoming FOMC meeting
- [The Fed's Inflation Battle: Selectivity Matters More Than Rate Calls](https://sgfinances.com/how-we-are-positioning-for-the-fed-fighting-an-uphill-inflation-battle/) - 1 - What Markets are Pricing At the recent FOMC meeting, Chair Kevin Warsh stressed that inflation is the Fed's key concern and that the Committee will be unwavering on its 2% target. They effectively shared that they would be willing to accept some softness in the labor market to get there. The Fed has
- [Rebound or Reset: Turning Point Investors Can’t Ignore](https://sgfinances.com/rebound-or-reset-turning-point-investors-cant-ignore/) - Markets have been drifting lower, and with AI-linked equities trading at stretched multiples. Investors are increasingly questioning the earnings durability of the current cycle. Most people point towards seemingly inflated valuations of NVDIA or AI related companies. That's not where we see the biggest cracks. In this piece, we share our thoughts on this matter
- [$208M Malaysia Chip Bet: What it means for Singapore](https://sgfinances.com/intels-208-million-chip-investment-into-malaysias-implication-on-singapore/) - Intel recently pledged $208 million USD (RM860M) to invest into expanding assembly operations of its chip assembly and R&D in Malaysia. So what does this mean for Singapore? The pledge was made during a meeting between Anwar and Intel CEO Lip-Bu Tan on Monday, the prime minister wrote in a Facebook post. "Malaysia accounts for about 13% of the global market
- [Japan 10-year Bond Auction Exceeds Investors Expectations](https://sgfinances.com/japan-10-year-bond-auction-exceeds-investors-expectations/) - In Japan's recent bond auction, sale demand was stronger than 12 month average. The relatively low. Source: CNBC- JAPAN 10 Year Treasury Conviction that the Bank of Japan is gradually nearing its first-rate hike in years has grown. Despite this, Japan’s latest 10-year JGB auction saw stronger demand. We saw the bid-to-cover ratio climbing to
- [Buying Netflix in the Middle of Wall Street’s Doubt](https://sgfinances.com/netflix-why-im-buying-while-wall-street-hesitates/) - Netflix (NFLX) has declined ~29% over the past three months, driven largely by market concerns surrounding its proposed acquisition of Warner Bros. Discovery (WBD). This is widely viewed as a bold attempt to accelerate consolidation within the global streaming industry, but it has been met with investor skepticism, with many viewing the premium bid as

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