To The Moon

After a volatile and increasingly divergent start to the year, global markets are entering a phase of heightened uncertainty. While the path of interest rates remains unclear, risk assets have already shown signs of structural recovery. Against this backdrop, what exactly are institutional investors trading? This article is based on the latest DBS CIO Market Pulse report and aims to address a key question: Are we at the start of a trend reversal, or in the midst of a more refined phase of structural rotation? I. Macro Backdrop: Markets Are Repricing More Than Just Rates According to the CIO’s core assessment, the market narrative has shifted beyond a simple “rate cut or not” framework toward a broader repricing of growth, inflation, and policy trajectories. On one hand, U.S. inflation has

Geopolitical Deadlock PersistsOver the weekend, the U.S.–Iran conflict has approached the two-month mark, and the negotiation deadlock remains unresolved. The Strait of Hormuz is still blocked—regardless of whether the blockade is enforced by Iran or the United States, a large number of vessels remain stranded in the strait. Although financial markets have reacted relatively optimistically, with U.S. equities rallying while oil prices fluctuate and commodities remain broadly subdued, the underlying situation has not materially changed. Market Reaction and Inflation Outlook Persistently high oil prices will gradually feed into inflation over time, so any sudden surge in prices should not come as a surprise. Meanwhile, a shooting incident occurred during Trump’s White House press conference

📢 Calling all Tiger Pals! 🐯 A quick reminder‼️: There’s a surprise at the end of the article[爱心] [美金] 2026 Trade to Win S1 Meetup Kicks Off On April 22, 2026, at 7:00 PM, the “2026 Trade to Win S1 Meetup” was successfully held at the Tiger Brokers Singapore Office. The event was a huge success, with a packed house and a lively atmosphere. Forty outstanding traders from this year’s competition gathered together, full of enthusiasm. 🥳✨ The event focused on sharing competition insights and fostering community interaction. Participants engaged in candid discussions on strategy, risk management, and mindset—with sharp opinion clashes and mutual respect throughout. Amid thunderous applause and expectant gazes, the organizers presented certificates to the outstanding participants. As each winner

$Amazon.com(AMZN)$ ⚡ Pulse Amazon isn't just in the AI cloud race — it's pouring $200B of 2026 capex into building an entirely different kind of moat: proprietary chips, custom networking, and a deepening AWS/Anthropic partnership designed to lock in enterprise workloads before Azure or Google Cloud can match capacity. The near-term question isn't whether $AMZN wins AI — it's whether margin holds while it spends to win. Q1 2026 earnings is the first real litmus test, and the market is watching every basis point. 📌 Key News Financials to Watch: Q1 2026 revenue consensus sits at ~$177.2B (+13% YoY). AWS segment consensus is ~$36.8B, but AWS margin has been revised down to ~35.7% from an earlier expectation of 37.7% — the market is scrutinizing margi