The Fed under Jay Powell and USD rates
Short rates have already reacted to the signals by the Fed and may overshoot draining liquidity from money markets.
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Short rates have already reacted to the signals by the Fed and may overshoot draining liquidity from money markets.
Continue reading“Whereas If he doesn’t have this kind of power, there might have been balancing lobbies and a more balanced approach to trade policy. That’s now not going to be the case,” said Bryan Goh, chief investment officer at Bordier & Cie, a private bank.
Continue readingChina is looking inward as trade tensions rise with the U.S., but that may not be for the collective good, says Bryan Goh of Bordier & Cie.
Continue readingAccording to boutique bank Bordier’s Singapore CIO, Bryan Goh, these markets are less driven by market psychology and more by fundamentals, with exposure to household balance sheets.
Continue readingWhen markets rise the public focus on the good fundamentals. When markets fall sufficiently they will once again focus on the bad fundamentals. In a sense, the market influences how we look at the world.
Continue readingBordier Singapore CIO Bryan Goh weighs in on central banks’ monetary policies and market turmoil. He speaks on “Bloomberg Markets: Middle East.” (Source: Bloomberg)
Continue readingLast week, equity markets took a tumble together with the bond market as inflation and rate fears took hold. It was a small correction, hardly worthy of comment under normal conditions, but things haven’t been normal for over a year.
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