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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2022
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December
(107)
- Our most significant hit and miss for 2022.
- Food Empire - Stock calls
- First Sponsor - Stock calls
- First Ship Lease Trust - Stock calls
- Stock calls for 30 December 2022
- First Resources - Stock calls
- First Reit - Stock calls
- Far East Orchard - Stock calls
- Far East Hospitality - Stock calls
- Excelpoint - Stock calls
- ESR-Reit - Stock calls
- Emperador - Stock calls
- Stock calls for 28 December 2022
- Elite ComReit - Stock calls
- Econ Healthcare - Stock calls
- EC World Reit - Stock calls
- 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
- Delfi - Stock calls
- Del Monte - Stock calls
- Stock calls for 23 December 2022
- DBS - Stock calls
- Daiwa House - Stock calls
- Dairy Farm - Stock calls
- Stock calls for 22 December 2022
- CSE Global - Stock calls
- Cromwell EUR - Stock calls
- Credit Bureau - Stock calls
- Stock calls for 21 December 2022
- Cosco - Stock calls
- Cordlife - Stock calls
- Comfortdelgro - Stock calls
- Stock calls for 20 December 2022
- Civmec - Stock calls
- City Developments - Stock calls
- Choo Chiang - Stock calls
- Singapore Post - Stock calls
- 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
- China Everbright - Stock calls
- China Aviation Oil - Stock calls
- 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
- CDL Hospitality - Stock calls
- CapitaRetail China - Stock calls
- Stock calls for 15 December 2022
- What will the US FED do for this December meeting?
- Capitaland Investment - Stock calls
- Capitaland Integrated Commercial Trust - Stock calls
- Bumitama - Stock calls
- Stock calls for 14 December 2022
- Latest global fund manager survey!
- Bukit Sembawang - Stock calls
- Broadway - Stock calls
- BRC Asia - Stock calls
- Stock calls for 13 December 2022
- Boustead Projects - Stock calls
- Boustead - Stock calls
- BHG Retail - Stock calls
- Stock calls for 12 December 2022
- US consumer demands were declining significantly r...
- Baltic dry index - 1386
- US rig count (weekly) - 780
- Banyan Tree - Stock calls
- Aztech - Stock calls
- Avi-Tech - Stock calls
- Stock calls for 9 December 2022
- Ascendas India Trust - Stock calls
- Ascott Residence Trust (ART) - Stock calls
- ARA Logistics - Stock calls
- Stock calls for 8 December 2022
- ARA Hospitality - Stock calls
- APTV - Stock calls
- APAC Realty - Stock calls
- Stock calls for 7 December 2022
- Aoxin Q&M - Stock calls
- AIMS AMP Cap Ind Reit - Stock calls
- AEM - Stock calls
- Stock calls for 6 December 2022
- A-Reit - Stock calls
- Yoma - Stock calls
- Yanlord - Stock calls
- Stock calls for 5 December 2022
- US ISM PMI is having a downtrend for 2022.
- Baltic dry index - 1324
- US rig count (weekly) - 784
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- Recent economic updates.
- Yangzijiang Financial - Stock calls
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December
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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 Blog Award in July 2017
Top 50 Singapore Investment Blog!
Received Top Singapore Investment Blog Award in March 2025
Top 20 Singapore Investment Blog!
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