MREIT Sept 2023
Uncharted territory [definition]: refer literally to places not yet explored, but it can also be used figuratively to refer to unfamiliar situations. To understand investment direction, there's no avoiding looking at what's
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MREIT Aug 2023
26 July 2023 - Although US central bank (the Fed) never committed to it, the 0.25% hike could be the last or second last, as we near the end of the most
MREIT July 2023
The economy is now at a turning point and something very important happened this month. Inflation cooled to 3 % in June over the year. Rising at the slowest annual rate
MREIT Jun 2023
US Federal Reserve kept interest rates unchanged for the first time since March 2022 after it embarked on its fastest monetary policy tightening in 40 years. red: now & blue (right to left):
MREIT May 2023
If the Federal Reserve decides to pause on June 14, they better be sure that that is the right decision because when they take a pause, historically, they have NEVER U-turned revert
MREIT Apr 2023
It was recently revealed that US Federal Reserve wanted to hike interest rates by 0.5% in Mar 2023; they chickened out and settled at 0.25% because US regional banks were
MREIT Mar 2023
Last month, I gave you heads up on 2 things that will 'spoil' the predicted sequence of events leading to the Fed Pivot: From then until now, the whole situation has
MREIT Feb 2023
We are now one step closer in the 1-2-3 sequence of events (as explained in my Jan 23 update). The markets also reacted to it The next meetings happens on 22
MREIT Jan 2023
Prediction: rate hike will slow down, expected 0.25% on 1 Feb 2023, then another 0.25% on 22 Mar 2023. This is Step #1 Fed Pivot. Step #2 Fed Pivot - pause
MREIT Dec 2022
Apart from hiking interest rate, another way to bring down inflation, is to decrease money supply in the economy by adjusting bank Reserve Requirements (RR) in a season of Tightening
MREIT Nov 2022
Let's recap: US Fed inflation attack plan for 2022-2023 - take back the printed money in 2020-2021 by raising interest rates, gently crashing the economy, together with the stock market, bond
MREIT Oct 2022
EPF annual report press release usually coincides with annual Budget week, not sure if you notice. EPF statements in last week press release is a good perspective to help you understand
MREIT Sept 2022
I’ve compiled FAQs on your investment portfolio in view of what’s happening. See below. Q1. Was it a bad decision/timing to invest/stay invested in 2021? Last year, Aug 2021 at Jackson Hole, US
MREIT Aug 2022
Aside from black swan events (Ukraine-Russia war, supply chain disruption), US central bank (Fed) actions pose the Biggest impact to your ongoing investment portfolio. Also, US midterm election coming soon
MREIT July 2022
Boring, yet a defensive safe haven in times like this. Read the news below to understand why. In Summary, 3 REITS are buying industrial properties, 1 is buying industrial land to
MREIT Jun 2022
For detailed updates, equally compelling reasons why market could stay low and bounce back by year end, watch below Part 1: Highlights - MREITs AME gets shareholders’ nod for AME REIT listing
MREIT May 2022
Global equity markets plunge needs no further explanation by now, but bond markets also experienced a downturn never seen since 180 years (2 lifetimes!) ago Conventionally, bonds are the safe haven
MREIT Apr 2022
Explained: why we avoid M'sia equities (except REIT sectors) Also: the occasional ups in the stock market not strong enough to pull it out from doldrums yet. At the same time,