Equities
MAS holds policy while warning of potential AI-related shocks
Singapore’s central bank increases inflation estimates and predicts resilient growth
Private credit to play bigger role in AI boom – BIS study
Hidden leverage may dispel notion that sector poses only moderate stability risks, authors say
DBS becomes Singapore’s second RMB clearing bank
PBoC and MAS agree to deepen collaboration on securities, e-CNY and other areas
Global investment outlook: 2026 and beyond
Broadening, steepening and weakening: Franklin Templeton’s top investment ideas for 2026 and beyond
BIS points to ‘structural transformations’ in markets
Quarterly review cites higher volatility and gold losing its status as a safe haven asset
Working group minutes: rethinking dollar reserves
Central banks are seeking ways of mitigating geopolitical risk while maintaining dollar exposures
Experts see Japan’s PM having limited impact on BoJ independence
Takaichi’s hints on policy direction have precedent in Abenomics, former bank officials say
Irish governor warns against stretched equity valuations
CBI is latest institution to flag risks of market correction as talk of AI bubble continues
NBER paper maps out international financial network
Rey and Stavrakeva show equities markets play crucial transmission role
PBoC to resume open market China bond trading
Analysts expect purchases by central bank to support liquidity and government fiscal policy
Asean+3 central banks have space to buffer shocks – Amro report
Study says institutions are capable of more accommodative policy, should external circumstances demand it
BoE warns of AI bubble in equity markets
Record of latest FPC meeting compares ‘stretched’ stock values today to levels before dotcom crash
RBA’s Hauser expects ‘significant’ rise in pension funds’ FX hedging
Deputy governor expects Australian dollar’s “natural hedge” to remain but be less relevant to funds
BIS warns of elevated equity prices amid ‘sanguine’ markets
High stock valuations “sit oddly” with fiscal sustainability concerns, according to quarterly review
MAS names first asset managers for stock market support fund
Singapore places first S$1.1 billion of S$5 billion fund with Avanda, Fullerton and JP Morgan
Czech National Bank adds crypto exchange stocks to portfolio
Purchase of Coinbase shares takes bank’s equity holdings to $12.8 billion, SEC filing reveals
NBFIs can boost EU’s capital markets, expert says
Sintra panellist says savings and investment union crucial to tapping non-banks’ resources
Overvalued US stocks weaken FCIs’ signal effects – ECB research
Policy-makers should not be blinded by inflated equity prices, authors say
ECB says tariff shocks ‘continue to reverberate’
Stability review says risk of slowdown has “increased markedly”, though banks are better placed than in 2008
Trade tensions could fuel further drop in asset prices – IMF
Global financial stability report also calls out highly leveraged non-banks
Inside the week that shook the US Treasury market
Rates traders on the “scary” moves that almost broke the world’s safest and most liquid investment