‘Late-cycle valuations. Mid-cycle growth. Early-cycle revisions. End-of-cycle politics.’ That line came from a US hedge fund manager this week. It also captures the confusion facing anyone trying to read the pulse of the economy right now. Because right now, the data depends entirely on where you look. On one side, the commodity cycle is alive…
The Greenback’s trajectory has been a reflection of the broader market’s “wait-and-see” approach; optimism over a near-term peace deal has provided temporary relief, while the looming threat of prolonged energy disruptions continues to act as a floor for the currency. The Dollar Index (DXY) dipped 0.11% to 98.71 during Friday’s session, yet it is still…
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Here’s what’s new and catching attention around XRP, ETH, and DOGE. Ripple’s cross-border token has slightly retraced over the past week, yet certain indicators suggest that it might be transitioning to a bullish trend. Ethereum (ETH) failed to reach $2,500, and analysts are now divided on its short-term performance. Dogecoin (DOGE) remains the biggest…
Commerzbank highlights that BSP raised its policy rate by 25bp to 4.50%, signalling the start of a new tightening cycle to anchor inflation expectations. Despite a hawkish tone and higher inflation forecasts, the Peso underperforming regional peers since the Iran war as the Philippines remains highly exposed to Middle East energy prices. Rate hike fails…
OCBC strategists Sim Moh Siong and Christopher Wong describe a technical rebound in USD/TWD driven by broader US Dollar (USD) strength and risk aversion linked to the US‑Iran ceasefire stalemate. While near-term upside risks persist, they still prefer fading rallies, citing strong foreign inflows into Taiwanese equities, high correlation with the tech cycle, and robust…
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The U.S. Commodity Futures Trading Commission sued New York on Friday in its latest action to shield what the agency has argued is its unassailable nationwide regulatory authority over prediction market firms. Earlier this week, New York sued Coinbase and Gemini, arguing that their prediction market contracts violated state gambling laws. And last year, the…
The hard fork will introduce a new, competing layer-1 blockchain and seven layer-2 scaling networks, according to Sztorc’s announcement. Bitcoin developer Paul Sztorc announced on Friday that a new hard fork of the Bitcoin network called eCash will be deployed in August. Bitcoin holders will be able to exchange their BTC for eCash at a…
Sound bite for Twitter is: Dividend Growth Materials. Debt Ratios are fine. The Dividend Payout Ratios (DPR) are currently high, but expected to be good this year. The current dividend yield is good with dividend growth moderate. See my spreadsheet on Supremex Inc. Is it a good company at a reasonable price? This stock seems…