Mar 26, 2025 Recently, I heard that Tom Lee of Fundstrat is optimistic about a potential stock market rally due to reports of less severe tariffs by President Trump. He mentioned signs of a “Trump put” and highlighted Tesla’s stock surge as a possible indicator for a broader market recovery.
Mar 25, 2025 I recently learned about the expansion of the “Squad” minilateral security network at the Raisina Dialogue 2025. This expansion includes new nuclear deals, counter cyber commands, and discussions on critical minerals pacts. The focus was on the geopolitical and geoeconomic implications of this expansion on regional and
Mar 24, 2025 Recently, there has been a discussion on the fluctuating T-Bill yields, with some questioning if they will continue to drop or rise back up to 3.0%. The latest auction saw 6-month T-Bills yielding at 2.56%, prompting consideration of alternative investment options that offer competitive or better yields.
Mar 22, 2025 I recently listened to a podcast featuring a former trade minister discussing the future of trade agreements like CPTPP and RCEP, as well as ASEAN geoeconomics and China Plus One strategies. The conversation highlighted the intersection of national security and geoeconomics in Southeast Asia, emphasizing the need
Mar 21, 2025 I recently learned that the Federal Reserve decided to keep interest rates steady and anticipate two cuts later this year, despite acknowledging increased economic uncertainty and lowering growth projections. The Fed’s cautious approach, highlighted by former New York Fed trader Joseph Wang, triggered significant reactions in the
Mar 20, 2025 Today, I learned that Indians are facing higher healthcare premiums due to rising costs, while APAC and Europe are focusing on offshore wind growth. Cyber insurers are now targeting SMEs, with a majority of policies covering firms under $10 million. The occupational health market is projected to
Mar 19, 2025 I recently learned that banks and credit unions took advantage of the Federal Reserve’s Bank Term Funding Program (BTFP) to earn free money by borrowing from the Fed and then lending it back at higher rates. The program allowed lenders to borrow against U.S. Treasury bonds and
Mar 18, 2025 I recently learned that the Group of Seven (G7) countries have released a new maritime security declaration that highlights Southeast Asia’s stakes in the region. The declaration referenced ongoing developments in the maritime domain and the challenges faced by countries like the Philippines and Vietnam in dealing
Mar 17, 2025 I recently came across news about the significant drop in 6-month T-Bills yields to 2.56% at the latest auction, down from 3% earlier this year. This has sparked conversations about alternative options for higher yield investments, with the Mari Invest Income Fund offering a 6% yield on
Mar 16, 2025 I recently came across a report on the 6th Annual SaaS Tech Stack, which highlights the various software solutions being used by SaaS finance teams to scale operations in 2025. The report reveals insights on the market share of accounting software, revenue recognition tools, payment processing platforms,