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Showing 11 - 20 of 25 results for "Goldilocks"

Budget for uncertainty

BENJAMIN ONG  |  TUESDAY, 12 MAY 2015
... started climbing from the get go yesterday. Yup, I expected as much given the good news on or before "Mother's Day" - goldilocks US employment report, clam in the bond markets, China's rate cut, among others -- that sent American and European equity ...

Dear mom, all's good

BENJAMIN ONG  |  MONDAY, 11 MAY 2015
... at the 7 May elections. Good news from the "mother of all eco stats" - the US non-farm payrolls report - it was a "goldilocks" one, not too hot, not too cold. Employment increased by 223K in April and the unemployment rate dipped to 5.4% from 5.5% in ...

Goldilocks is back in town

BENJAMIN ONG  |  WEDNESDAY, 20 AUG 2014
... sparked by the downing of Malaysian Airlines MH17 on 17 July. But we'll let sleeping dogs lie for now Toto. For now, Goldilocks is back in town in Uncle Sam country. Data out last night show good news on the housing front. Overall US housing starts soared ...

The music's still playing

BENJAMIN ONG  |  WEDNESDAY, 30 APR 2014
... "good news is good, bad news is also good" tome that was the rationale du jour back in the days of about a year ago. Goldilocks is back. The US economy is not too hot, not too cold. The S&P/Case-Shiller 20 US cities index of property values increased ...

The good, the good and the dollar-A

BENJAMIN ONG  |  TUESDAY, 23 JUL 2013
... that the investment community has finally learnt to live with that prospect. Yes Virgie my lovely, we're back to that Goldilocks rationale for the stock market...perhaps, even better now. US equities are advancing at the same time that yields on 10-year ...

Is it safe?

BENJAMIN ONG  |  MONDAY, 24 JUN 2013
... the next day's or the following week's trade, I still stand behind my view that equity investors are in the land of Goldilocks' land...and visits by papa bear, mama bear and baby bear should be seen as opportunities to add to holdings. This is because ...

Still in Goldilocks land

BENJAMIN ONG  |  MONDAY, 17 JUN 2013
... US$85 billion monthly injection, that's still good enough for me. We may not be in Kansas anymore but we're still in Goldilocks land. The Fed is taking a little bit stimulation because it foresees a strengthening economy...but not too much that it reverses ...

Benchmarks stop us thinking: AXA IM

BEN COLLINS  |  TUESDAY, 31 JUL 2012
... finding decisions around mandate design, asset allocation and new investment opportunities more challenging in the post 'Goldilocks' economic environment. AXA IM defines a 'Goldilocks' economy as one that is not so hot that it causes inflation, and not ...

Knights in shining armour

BENJAMIN ONG  |  THURSDAY, 14 JUL 2011
... expanded by 9.5% in the year to the second quarter. But what's so special about this number? Because it could be the Goldilocks setting investors demand of China. Not so hot that it keeps inflation simmering. The June quarter number has slowed from the ...

Goldi-jobs

BENJAMIN ONG  |  MONDAY, 4 APR 2011
... belies murmurs that the Fed is about to terminate QE2. The March US employment numbers are gold - or more accurately, goldilocks. They're strong enough to keep optimism and hopes for a more durable US economic recovery alive but not too strong to spark ...