The September dot plot showed that the Fed would hike its rate by 50bp.
The MLIV survey showed that stagflation was the major concern in 2023 for investors.
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December
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- Our most significant hit and miss for 2022.
- Food Empire - Stock calls
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- Stock calls for 30 December 2022
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- Stock calls for 27 December 2022
- The latest economic statistics in December 2022.
- Baltic dry index - 1515
- US rig count (weekly) - 776
- Digicore Reit - Stock calls
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- Stock calls for 23 December 2022
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- China's public debt is below the world level.
- China is keeping a tight rein on its debts.
- China has reduced US treasuries to $900B!
- Baltic dry index - 1560
- US rig count (weekly) - 776
- China Sunsine - Stock calls
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- Stock calls for 16 December 2022
- Singapore Nodx declined again in November 2022.
- What will the US FED do for this December meeting?...
- Centurion - Stock calls
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- Stock calls for 15 December 2022
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- Stock calls for 14 December 2022
- Latest global fund manager survey!
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- Stock calls for 12 December 2022
- US consumer demands were declining significantly r...
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- US ISM PMI is having a downtrend for 2022.
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Singapore Macro Strategist
- Eric Ho
- A pundit of the third realm, a sapient, unflappable and nonpareil homosapien, with monumental fortitude and tremendous tenacity, one who has been through the vicissitudes of life, and has mastered great dexterity and virtuosity to discern between verisimilitude and actual reality.
Received Top 75 Singapore Investment Blogs Award in July 2017
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