🌡️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。
Trump has approved the export of Nvidia’s H200 chips to China, on the condition that 25% of the related revenue must be handed over to the U.S. government.
However, the latest Blackwell series and the upcoming Rubin chips are still banned from export, meaning China can only purchase second-tier products.
Given Nvidia’s extremely high gross margin of 75%, even if the company absorbs that 25% levy itself, it would still be profitable—and in most cases, the cost will likely be passed on to Chinese customers.
Jensen Huang has long argued that the more China relies on Nvidia and the CUDA ecosystem, the more the U.S. can control the standards and direction of AI technology development.
Instead of letting that money flow to Huawei’s chip R&D—strengthening a potential competitor—it’s “better” for the U.S. government to take a cut.
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