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Economic Updates
The cycle continues: Fed to support the labor market
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Economic Updates
Green light for BSP
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Inflation stays subdued at 2.3%
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Equities4 MIN READ
Telcos say ‘hello again’ to further profit growth
The outlook for the telecommunications sector remains positive
By Ginny Pecaña, German de la Paz III, Ariz Marcelino, and Charles Randy Lumhod Read More
Currencies3 MIN READ
Bitcoin surges to record high near USD 95,000
LONDON/SINGAPORE/NEW YORK - Bitcoin rose to a fresh record high just shy of USD 95,000 after a report that Donald Trump's social media comp...
By Reuters Read More
BusinessWorld3 MIN READ
Inflationary pressure may prompt pause in December – BSP Chief
Inflationary pressure could prompt the Philippine central bank to pause its easing cycle, but a slowdown in growth may leave room for another ...
By BusinessWorld Read More
Investment Tips4 MIN READ
Trade Plan: An Opportunity with 5-Year US Treasuries
You can maximize the yield premium of 5-Year US Treasuries ahead of its steepening path.
By Metrobank Read More
Equities4 MIN READ
Trump card: Brace for volatility now, gauge policy plays later
When the dust settles, Trump’s policy implementation will be financial-market watchers’ barometer
By Sophia Bonifacio, German de la Paz III, Ariz Marcelino, and Anna Cudia Read More
TODAY’S REPORT
November 21, 2024
The Gist
Your Morning Fix
- Two Federal Reserve governors on Wednesday gave competing views on inflation. One expressed concerns on price rise while another was confident that cost pressure will continue to ease.
- Many economists expect the Fed to slash interest rates by a quarter point in December but see shallower cuts in 2025 on inflation risk of Donald Trump’s proposed policies, a Reuters survey showed.
- The Philippines’ balance of payments swung to a USD 724 million deficit in October from a USD 3.526 billion surplus in September and a USD 1.51 billion excess in October 2023, as the government repaid external debt.
- The Department of Agriculture is considering importing an additional 8,000 metric tons of fish after consecutive typhoons damaged fisheries.
- The peso sank to an over two-year low, closing at PHP 58.91 per dollar on Wednesday amid escalation in the Russia-Ukraine war and expectations of Trump’s dollar-strengthening policies.
The Gist
EXCLUSIVE STORIES FROM METROBANK
Stories from Metrobank
Investment Tips
3 MIN READ
Investment Ideas: November 21, 2024
Here are our latest picks and calls to help you create your ideal investment portfolio.
By Metrobank November 21, 2024
Equities
4 MIN READ
Telcos say ‘hello again’ to further profit growth
The outlook for the telecommunications sector remains positive
By Ginny Pecaña, German de la Paz III, Ariz Marcelino, and Charles Randy Lumhod November 20, 2024
Investment Tips
2 MIN READ
Investment Ideas: November 20, 2024
Here are our latest picks and calls to help you create your ideal investment portfolio.
By Metrobank November 20, 2024
Investment Tips
2 MIN READ
Investment Ideas: November 19, 2024
Here are our latest picks and calls to help you create your ideal investment portfolio.
By Metrobank November 19, 2024
Rates & Bonds
2 MIN READ
Peso GS Weekly: Better value in the belly amid rising yields
Players repositioned in 5- to 10-Year bonds at elevated levels on rising US Treasuries, inflation worries
By Metrobank Local Currency Trading Department and Maria Christina Virtudazo November 18, 2024
Equities
3 MIN READ
Stock Market Weekly: No significant catalysts to drive market higher
We see sideways trading with a slight downward bias with a dearth of market movers
By Metrobank November 18, 2024Editor's Picks
Equities
Trump card: Brace for volatility now, gauge policy plays later
By Sophia Bonifacio, German de la Paz III, Ariz Marcelino, and Anna Cudia
Economy
Forecast Updates: Stronger dollar, risks to inflation
By Metrobank Research
Equities
Strong banks sail through shifting tides and currents
By Ariz Marcelino and German de la Paz III
Economy
Fed Update: Rate cuts to support jobs market
By Metrobank Research
Equities
Metrobank posts record income as of September amid robust loan growth
By Metrobank
Investment Tips
Are energy stocks the next superstars enabling AI?
By Ariz Marcelino, German De La Paz III, and Ginny Pecaña
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Money Sense
Economy6 MIN READ
GDP Update: Growth slowdown adds case to BSP rate cuts
GDP growth is expected to pick up pace while BSP is seen to sustain policy easing
Investment Tips4 MIN READ
Ask Your Advisor: Should I start increasing my equities investments in my portfolio?
The markets are recalibrating. Clients may need to review their portfolio allocations to maximize returns.
Investment Tips3 MIN READ
India’s economy: Spicing up global growth and investment portfolios
World’s fastest-growing major economy offers opportunities.
Equities5 MIN READ
REIThinking: Playing the bond game in equities
With a turn in policy rates, we think it is time to revisit the Real Estate Investment Trust (REIT) sector.
Investment Tips4 MIN READ
Harnessing the potential of fixed income UITFs
Fixed income UITFs may be the missing piece in your investment portfolio.
Investment Tips6 MIN READ
A 5-step guide to creating your ideal investment portfolio
Turn these simple steps into a checklist to make sure your investment funds are in the right place.
Explainer Articles
Explainer
5 MIN READ
What are sovereign bonds and how do they work?
Sovereign bonds can be a means for a government to secure funding from foreign investors to help fund its various projects and programs. Learn what they are here.
Key Points
- What are sovereign bonds?
- How do sovereign bonds work?
- Types of sovereign bonds
- How to buy sovereign bonds?
- Risks associated with sovereign bonds
- Is it a good idea to invest in sovereign bonds?
- Ready to invest in sovereign bonds?
Videos
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Webinars
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2024 Mid-Year Economic Briefing: Navigating the Easing Cycle
In our most recent webinar, financial markets experts from Metrobank and our credits research partner CreditSights, discuss the possible effects on the investing environment amid an expected easing of inflationary pressures. June 21, 2024
Investing with Love: A Mother’s Guide to Putting Money to Work
In this webinar by First Metro Securities, you will learn about how a mother’s love can be related to investing. May 15, 2024
Investor Series: An Introduction to Estate Planning
In this webinar organized by the CFA Society Philippines, Wanda Beltran, Metrobank Head of the Accounts Management Division under the Trust Banking Group, shares some hard-earned lessons about poor estate planning and some tools and tips that can help people build an equitable legacy for their loved ones. September 1, 2023Webinars
Economic Updates
The cycle continues: Fed to support the labor market
Fed is forecast to continue with its easing cycle
