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Fed held interest rates unchanged – what’s next?
Thinking Ahead

Fed held interest rates unchanged – what’s next?

Global financial markets were enthused by the idea of early and aggressive interest rate cuts this year. Are investors too optimistic?

Central banks have been actively managing expectations of early and aggressive rate cuts. Learn more in our latest Thinking Ahead report.

    February 2024
    Market PowerBar

    February 2024

    In our February report, we cover the following topics:

    • Prepare for volatility even if lower rates are expected in 2024
    • Opportunities in a volatile market
    • Asia benefits from artificial intelligence growth
    Market Outlook

    2024 Market Outlook – Beyond the Surface: Discovering Opportunities

    Learn what lies ahead and how you can discover opportunities in our 2024 Market Outlook publication. Discover the outlook for the economy, markets, interest rates and more in the full report.

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      fed_held_interest_rates_unchanged_–_what’s_next?
      Thinking Ahead

      Fed held interest rates unchanged – what’s next?

      Global financial markets were enthused by the idea of early and aggressive interest rate cuts this year. Are investors too optimistic?

      Central banks have been actively managing expectations of early and aggressive rate cuts. Learn more in our latest Thinking Ahead report.

        february_2024
        Market PowerBar

        February 2024

        In our February report, we cover the following topics:

        • Prepare for volatility even if lower rates are expected in 2024
        • Opportunities in a volatile market
        • Asia benefits from artificial intelligence growth
        2024_market_outlook_–_beyond_the_surface:_discovering_opportunities
        Market Outlook

        2024 Market Outlook – Beyond the Surface: Discovering Opportunities

        Learn what lies ahead and how you can discover opportunities in our 2024 Market Outlook publication. Discover the outlook for the economy, markets, interest rates and more in the full report.

          december_2023
          Market PowerBar

          December 2023

          In our December report, we cover the following topics:

          • Low jobless claims show US economy remains resilient
          • Tech sector outlook favours software companies
          • Asia’s consumers will be a bright spot
          is_the_rate_hike_cycle_near_an_end?
          Thinking Ahead

          Is the rate hike cycle near an end?

          The US Federal Reserve held interest rates unchanged at the conclusion of its policy meeting. While US Federal Reserve Chairman Jerome Powell said that he is not yet confident that interest rates are sufficiently high to slow inflation down, the Fed suggested that the rate hike cycle is near the end. Learn more in our latest Thinking Ahead report.

            november_2023
            Market PowerBar

            November 2023

            In our November report, we cover the following topics:

            • United States government shutdown is looming, but impact may be limited
            • Bear steepening of yield curve is a concern for investors
            • Conflict in the Middle East sparks concern over global oil supply
            october_2023
            Market PowerBar

            October 2023

            In our October report, we cover the following topics:

            • Weakening services sector suggests slower growth ahead
            • Consumers are less sensitive to rate changes
            • Favour higher bond quality and longer duration
            september_2023
            Market PowerBar

            September 2023

            In our September report, we cover the following topics:

            • The United States economy delivered upside surprises in 2Q
            • Take a closer look at income investing
            • Time in the market beats timing the market
            key_takeaways_from_the_jackson_hole_economic_symposium
            Thinking Ahead

            Key takeaways from the Jackson Hole Economic Symposium

            US Federal Reserve Chairman Jerome Powell emphasised in his annual Jackson Hole address that the fight against inflation is not over. Upcoming job market and economic growth data will be closely watched for their implications on the Fed’s interest rate decisions. Learn more in our latest Thinking Ahead report.

              august_2023
              Market PowerBar

              August 2023

              In our August report, we cover the following topics:

              • Stay cautious about the United States stock market rally
              • The healthcare sector presents opportunities
              • Take a closer look at the diversity of the healthcare industry
              china’s_politburo_meeting:_potential_impact_on_the_economy
              Thinking Ahead

              China’s Politburo meeting: Potential impact on the economy

              China’s leaders signalled more policy support at the latest meeting of the country’s top decision-making body. What impact will this have on the economy? Learn more in our latest Thinking Ahead report.

                st_invest_talk_podcast:_analysing_the_investing_outlook_for_the_second_half_of_2023
                Market Outlook

                ST Invest Talk Podcast: Analysing the investing outlook for the second half of 2023

                Learn more about key market developments to watch in 2H 2023 in this podcast featuring Abel Lim, Head of Wealth Management Advisory and Strategy at UOB, and Straits Times Associate Editors Lee Su Shyan and Ven Sreenivasan.

                  june_2023
                  Market PowerBar

                  June 2023

                  In our June report, we cover the following topics:

                  • The Federal Reserve (Fed) may be close to ending its rate hikes
                  • A resolution is in sight for the US debt ceiling standoff
                  • Find opportunities arising from China’s recovery amid the global growth slowdown
                  have_we_reached_the_end_of_the_rate_hike_cycle?
                  Thinking Ahead

                  Have we reached the end of the rate hike cycle?

                  Will the US Federal Reserve pause its rate hikes or even cut rates later this year? This has significant implications on the banking and commercial real estate sectors, which are facing challenges in this high interest rate environment. Learn more in our latest Thinking Ahead report.

                    may_2023
                    Market PowerBar

                    May 2023

                    In our May report, we cover the following topics:

                    • What recession indicators are telling us
                    • Frequently released economic indicators offer timely clues about the economy
                    • Investors can consider positioning for the next market upcycle
                    april_2023
                    Market PowerBar

                    April 2023

                    In our April report, we cover the following topics:

                    • Where are interest rates headed with banking sector troubles?
                    • How do different asset classes perform when interest rates change?
                    • Investors should maintain diversified portfolios when making investment decisions
                    what’s_next_after_the_credit_suisse_takeover?
                    Thinking Ahead

                    What’s next after the Credit Suisse takeover?

                    The Swiss government brokered a historic deal for UBS to rescue Credit Suisse, to prevent confidence in the banking sector from further eroding. What does this mean for investors? Learn more in our latest Thinking Ahead report.

                      march_2023
                      Market PowerBar

                      March 2023

                      In our March report, we cover the following topics:

                      • Maintaining our case for Asia ex-Japan
                      • Unintended spillover effects of China’s reopening
                      • ASEAN markets could continue to perform in 2023
                      silicon_valley_bank’s_collapse_and_china’s_national_people’s_congress_meeting
                      Thinking Ahead

                      Silicon Valley Bank’s collapse and China’s National People’s Congress meeting

                      Silicon Valley Bank’s collapse has roiled markets, which were still in the midst of dissecting China’s recent National People’s Congress meeting. Learn more about the implications of these global events in our latest Thinking Ahead report.

                        february_2023
                        Market PowerBar

                        February 2023

                        In our February report, we cover the following topics:

                        • Bonds are a bright spot
                        • Asia ex-Japan stocks are well positioned to outperform
                        • What factors could result in growth stocks generating superior returns?
                        december_2022
                        Market PowerBar

                        December 2022

                        In our December report, we cover the following topics:

                        • Seasonal trends can sometimes be observed in stock markets, but investors should not make decisions based on them.
                        • After a tough year, there are signs the stock market may be reaching a bottom.
                        • Investors are on the lookout for sectors that typically outperform during an economic rebound.
                        what_the_us_midterm_elections_could_mean_for_markets
                        Thinking Ahead

                        What the US midterm elections could mean for markets

                        What should investors watch out for as voters head to the polls for the United States midterm elections on 8 November 2022? Does the US Federal Reserve’s latest interest rate hike pose further risks to economic growth? Find out more in our latest Thinking Ahead report

                          november_2022
                          Market PowerBar

                          November 2022

                          We cover the following topics:

                          • The risk of a United States recession is rising, but any economic downturn would likely be mild.
                          • Persistently high inflation reduces the purchasing power of your cash and erodes your wealth over time.
                          • Earnings growth expectations for Chinese stocks have been depressed by negative news, which means there could be upside in the Chinese market.
                          what's_next_for_the_china_market?
                          Thinking Ahead

                          What's next for the China market?

                          Markets fell sharply after China’s 20th National Congress concluded, stemming from concerns about economic growth and how market-friendly the Chinese Community Party’s new leadership would be. Learn more about the outlook for the Chinese market, as well as key developments investors should watch.

                            october_2022
                            Market PowerBar

                            October 2022

                            We cover the following topics:

                            • More accommodative monetary policy in Asia can lend support to stocks.
                            • Asian economies with a greater reliance on domestic demand may better withstand developed markets’ slower growth.
                            • For China, focus on the valuations and trends of sectors with bigger weights in the benchmark index.
                            september_2022
                            Market PowerBar

                            September 2022

                            We cover the following topics :

                            • Investing for income can help you withstand the volatile environment.
                            • Build resilient income portfolios with quality bonds.
                            • Enhance your income returns by diversifying into dividend-yielding stocks.
                            will_interest_rates_continue_to_rise?
                            Thinking Ahead

                            Will interest rates continue to rise?

                            Key takeaways from the Jackson Hole Symposium

                            Stock markets sold off sharply after US Federal Reserve Chairman Jerome Powell cautioned that interest rates will likely stay elevated for some time, even if this causes "some pain" to households and businesses. Find out how you should position your investments to navigate this volatile environment.

                              recession_risks_and_rate_hikes
                              Thinking Ahead

                              Recession risks and rate hikes

                              Stay nimble amid recession risks and rate hikes

                              With the United States economy slipping into a technical recession and the US Federal Reserve cautioning that another “unusually large” interest rate hike could be on the cards at its next meeting, it is critical that investors stay nimble and think ahead in this uncertain market landscape.

                                august_2022
                                Market PowerBar

                                August 2022

                                We cover the following topics :

                                • Stock and bond prices should return to having an inverse correlation as inflation subsides
                                • Seek refuge in investment grade corporate bonds as uncertainty persists
                                • Asia ex-Japan stocks still present attractive opportunities

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