🌡️The Fed's Year-End Drama: What's Your Take?
Hi，Tigers:
The market puzzle awaits. What piece are you placing? 🧩
Interpreting the data with a clear head or a cautious eye?
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Catch up fast：These events rocked the markets today.
Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
✨Tuesday — Singapore Stocks
Singapore equities nudged higher at Tuesday’s open, with the STI up 0.1% and index heavyweights Nio and Golden Agri-Resources gaining 2%. Corporate headlines were mixed: OCBC’s mezzanine-capital arm confirmed a stake in a US$1.5 bn green-steel project in Sabah, yet its stock slipped 1% to S$18.73. Jardine Matheson secured shareholder approval to take Mandarin Oriental private at US$3.35/share (M04 flat at US$3.30), while SingPost will raise domestic postage by 10¢ from 1 Jan, leaving its shares unchanged at S$0.415.
On the macro front, DBS senior strategist Daryl Ho labelled Asia “under-invested” despite improving earnings and attractive valuations, arguing that lingering caution from years of under-performance is keeping global money on the sidelines. He told a private-wealth session of the bank’s 2026 outlook forum that the region now presents a “sanguine” set of opportunities for investors willing to look past old narratives.
In local corporate news, landlord OG has filed suit against supermarket operator Hao Mart for allegedly breaching its 7.5-year lease at Taste Orchard by failing to pay rent since January and sub-letting without consent. OG is claiming almost S$6.6 million in arrears and related charges as of 1 October, underscoring the lingering pain in Singapore’s retail-property segment.
📌【Today’s Question】
What is your assessment of the Federal Reserve's monetary policy?
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本週即將召開的議息會議備受關注，市場普遍預期降息25個基點的概率達84%，但FOMC內部有5名成員反對或懷疑進一步放鬆貨幣政策。這種分歧反映了政策制定者陷入"抗通膨與保就業"的拉鋸戰。
從經濟影響來看，聯準會的寬鬆政策有望為亞洲新興市場貨幣提供支撐，但同時也需要關注通膨高於3%和就業市場疲態的風險。
特朗普已经批准英伟达的H200芯片出口到中国，条件是相关收入的25%必须交给美国政府。
然而，最新的Blackwell系列和即将推出的Rubin芯片仍然被禁止出口，这意味着中国只能购买二线产品。
鉴于英伟达75%的极高毛利率，即使该公司自己吸收了25%的征税，它仍然会盈利——而且在大多数情况下，成本很可能会转嫁给中国客户。
黄仁勋长期以来一直认为，中国越依赖英伟达和CUDA生态系统，美国就越能控制AI技术发展的标准和方向。
与其让这笔钱流向华为的芯片研发——加强一个潜在的竞争对手——美国政府最好从中分一杯羹。
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