Telok Ayer Macroeconomics
Awang UsmanProviding Thought Provoking and Unbiased Views on Singapore and Asia Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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telokayermacro.substack.comLatest Issues
Bond Yields Whipsawed in Markets This Week
Violent gyrations in the bond market stole the show this week. Hotter US CPI and PPI prints reignited inflation fears and forced markets to finally price in the inflation risk that had been lingering beneath the surface. But by the second h...
More political and inflation risks in Markets This Week
One of the interesting things about working in global markets is that there’s always something new to learn, which is why I enjoy the job so much. But lately, it feels like the “new” things are often variations of the same themes: the energ...
Global oil price spike hits Asian inflation data in Markets This Week
Just did a presentation on why I think it’s wrong to assume that the US have a short-term horizon just due to the Mid-Term election constraint when it comes to the Iran War. That argument assumes Trump actually cares about the GOP’s elector...
Iran War risks are everywhere in Markets This Week
The Iran war continues to dominate headlines as negotiations stall. It was always unlikely that talks would produce a resolution. All sides are incentivised to prolong the conflict. Politically, the only clear risk sits with the GOP given t...
USD is a safe haven again in Markets This Week
Another tumultuous week, and Trump's foreign policy philosophy seems to be based on the roll of a dice. Oil markets stabilise on some optimism surrounding the ceasefire, but is it misplaced? I am honestly not too sure. The only people who k...
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