Will US-China Truce Break After US Midterm Elections?

Despite a temporary US-China agreement on reciprocal tariff reductions and 10-year Treasury yields reaching 5.23%, global markets face mounting pressure from sticky inflation and rising geopolitical tensions. Laurent Lequeu, Independent Market Analyst and Writer of The Macro Butler newsletter, join…

Market Watch - Sep 25, 2026

Market Watch - Sep 25, 2026

Is Higher for Longer Interest Rates Still Bullish For Stocks?

The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We speak to Patrick Chang, Chief Investment Officer, Segments & Propositions at CIMB, about what's changed…

Can Asia Withstand Another Rate-Hike Cycle?

The Federal Reserve and Bank of Japan have both raised interest rates, putting renewed pressure on Asian central banks as the US dollar remains strong. Meanwhile, China is grappling with weak domestic demand and record-low loan growth even as the yuan strengthens ahead of Xi Jinping’s meeting with …

Is the AI Rally Really Back?

Wall Street's enthusiasm for the Magnificent Seven seems to be back as the Nasdaq closed at a new record high, but questions remain over AI valuations, infrastructure spending and the concentration of market gains. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares…

Why Aren’t Healthcare Stocks Keeping Up?

Malaysia’s healthcare sector delivered strong earnings growth in the second quarter, supported by higher patient volumes, rising revenue per patient and growing medical tourism. Yet share-price performance has been mixed, with several major hospital operators underperforming the broader market desp…

Are Markets Too Calm About Higher Rates?

US equities remain remarkably resilient despite Treasury yields around 5%, oil above US$100 and the Federal Reserve raising interest rates again. Elsewhere, the Bank of Japan and Reserve Bank of Australia are also tightening policy, while investors await a potentially consequential meeting between …

S-REIT Had Good Earnings, But Bad Share Prices

Singapore REITs came out of the June quarter with stable occupancy, positive rental reversions and disciplined balance sheets. Share prices tell a different story. The REIT Index is still in negative territory year-to-date while the broader STI is up more than 10 per cent, with high interest rates …

The Fed Hiked Interest Rates, US Stocks Rallied

The Federal Reserve raised rates for the first time in three years, and Wall Street went up anyway. The Nasdaq climbed 1.7% as easing oil prices and softer Treasury yields pulled technology stocks higher, but crude is still above US$100 a barrel and the 10-year is hovering near 4.9%. We ask whether…

Market Watch - Sep 17, 2026

Market Watch - Sep 17, 2026