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OCBC Weekly Market Insights in Minutes: ECB and BoJ Rate Outlook in Focus for December
Oil shock has increased uncertainty in the outlook, with markets expecting the ECB, BoJ and Fed to raise rates again in December. After USDJPY reached a 40-year high, Japan and the US intervened jointly in the currency market, but intervention alone is unlikely to sustain a JPY recovery without support from domestic policy. Gradual rate increases by the three central banks are unlikely to derail equities, while persistent inflation could keep interest rates higher for longer.
OCBC Weekly Market Insights in Minutes: Diversifying Across Markets and Sectors
US equities have historically behaved differently before and after midterm elections. While election-related patterns offer useful context, corporate fundamentals and the earnings cycle remain important drivers of market performance. The growth tilt of the US market also highlights concentration risks and the importance of diversification across sectors and markets.
OCBC Weekly Market Insights in Minutes: Market Rotation Amid AI, Inflation and Rate Concerns
Recent market weakness appears less like a broad retreat from risk and more like a rotation beneath the surface, as capital moved away from crowded AI trades towards value stocks, defensive sectors and previously unloved areas of the market. With inflation pressures broadening and market volatility likely to persist, investors should enhance portfolio income through quality fixed income and diversify beyond familiar technology names.
Seizing Investment Resilience meets a higher hurdle (10/2026)
(Available in Cantonese only)
Seizing Investment Opportunities Amid Market Volatility (9/2026)
(Available in Cantonese only)
Baseline Expectations: US Interest Rates to Remain Unchanged This Year (17-08-2026)
(Available in Cantonese only)
【Expert’s View】Value Partners: Investment Market Outlook for the Fourth Quarter of 2026
(Available in Cantonese only)
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Daily FX Outlook
Daily FX analysis on 8 major currencies, available exclusively in Traditional Chinese.
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Weekly FX Outlook
Weekly highlights and outlook on the FX market, available exclusively in Traditional Chinese.
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Greater China
Greater China economic update
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