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The Business Times

Norman Villamin

gold, ingots, treasure
CIO CORNER

The three-year gold bull market isn’t over

Israeli security forces and first responders gather in front of a building heavily damaged by an Iranian strike in Tel Aviv on June 22, 2025. Investors should recognise that a growing range of events has crossed red lines and presage a new regime of elevated geopolitical volatility.
CIO CORNER

Israel vs Iran: Navigating a new regime of geopolitical risk

US
CIO CORNER

Tariffs challenge: What markets are and aren’t pricing in

DeepSeek could well help China restart its economy overall, a critical step in economic reform and restructuring.
CIO CORNER

DeepSeek: Another piece in the puzzle of China’s post-bubble recovery

With four years in Trump's final term as US president and only two years of assured Congressional majorities. Trump is expected to move quickly in 2025 to change the status quo.
CIO CORNER

Trump likely to ‘move fast and break things’ to reshape the US and the world order

China has floated the prospect of a 1 trillion yuan for bank recapitalisation, at less than 1 per cent of GDP.
CIO CORNER

A historical context to China’s ‘whatever-it-takes’ efforts to boost the economy

The futures market anticipated Fed rate cuts at mid-month that were forecast to reach close to 3.25 per cent by end-2025. 
CIO CORNER

Could the Fed end quantitative tightening in the weeks ahead?

Big Tech companies are following Apple's lead to deploy measures to manage capital more efficiently to drive earnings growth.
CIO CORNER

Can Big Tech stocks continue to lead the equities rally?

FILE PHOTO: The Federal Reserve building stands in Washington April 3, 2012. REUTERS/Joshua Roberts/File Photo
CIO CORNER

Will the Fed still cut interest rates?

With US employment expected to remain firm and household debt service burden near its lowest level since 1980, a meaningful retrenchment of US consumer activity should be avoidable.
CIO CORNER

US recession nowhere in sight, but inflation may prove more stubborn

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MDDI (P) 046/10/2024. Published by SPH Media Limited, Co. Regn. No. 202120748H. Copyright © 2025 SPH Media Limited. All rights reserved.

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