It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and the timing of this cut considering the November US elections.



Image Credit: stockgiu / freepik.com

It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics &amp; Strategy, Mizuho Bank and the timing of this cut considering the November US elections.Image Credit: stockgiu / <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

 Fed Set To Cut Rates Once

On a year to date basis, Singapore Reits continue to underperform with a return of -14% versus the broader FBMKLCI gain of 1.7%. This as the spread between the average yield of SREITs and the risk-free rate has narrowed but is it time to bottom fish? Krishna Guha, Analyst, Maybank Securities tells us whilst giving us pointers on how to spot a quality reit.



Image: shutterstock.com 

On a year to date basis, Singapore Reits continue to underperform with a return of -14% versus the broader FBMKLCI gain of 1.7%. This as the spread between the average yield of SREITs and the risk-free rate has narrowed but is it time to bottom fish? Krishna Guha, Analyst, Maybank Securities tells us whilst giving us pointers on how to spot a quality reit.Image: shutterstock.com

A Turning Point For SREITS 

AI darling Nvidia ended the previous trading week down 6.6%, losing its place as the world’s most valuable company to Microsoft. With sky-high valuations, should investors take money off the table or HODL? We discuss this and more with Kelvin Wong of OANDA. 

Image Credit: Freepik.com

AI darling Nvidia ended the previous trading week down 6.6%, losing its place as the world’s most valuable company to Microsoft. With sky-high valuations, should investors take money off the table or HODL? We discuss this and more with Kelvin Wong of OANDA.&nbsp; Image Credit: Freepik.com

Is There Still Room for Upside with Nvidia?

In a year with more than 80 elections due to take place, have markets priced in the political risk. Laurent Lequeue, Independent Market Analyst gives us his answer whilst we delve into when the Fed will start cutting rates considering the spate of weak US economic data.



Image Credit: freepik.com

In a year with more than 80 elections due to take place, have markets priced in the political risk. Laurent Lequeue, Independent Market Analyst gives us his answer whilst we delve into when the Fed will start cutting rates considering the spate of weak US economic data.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Fed Set To Cut Rates Once

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