A Chicago Fed president told Americans to be “on edge” over sticky inflation at Jackson Hole. I walk through why your CPF rate does not move with the Fed, but your SORA-linked home loan and electricity bill might. Three separate doors, not one hallway.
Key takeaways:
US PCE inflation ran 3.7% year-on-year in July, well above the Fed’s 2% target
SORA sits around 1.08 to 1.12%, could nudge higher if the Fed hikes later this year
MAS manages the exchange rate, not interest rates, so Singapore does not mechanically copy the Fed
Global oil prices hit your petrol and power bill regardless of what MAS or the Fed do
CTA: Full forensic breakdown on Substack. Early alerts on Telegram.
Iggy’s Forensic Disclaimer
This content is produced for educational and informational purposes only. I am not a financial advisor — I am a retail investor who applies forensic analysis to my own portfolio and shares that process publicly. Nothing here constitutes a recommendation to buy, sell, or hold any security, and no specific target prices or personalised financial advice are offered. Stocks assessed under Iggy’s Forensic Yield Standard are benchmarked against a 4.7% minimum yield hurdle; stocks flagged as Growth Watch fall below this threshold but demonstrate clean balance sheet metrics and an identifiable growth catalyst — these carry a materially different risk profile and are not suitable as yield replacements for income-dependent investors. All data is sourced from public filings and verified sources; where data is unverified it is explicitly flagged. All investments carry risk, including the potential loss of principal, and past performance is not indicative of future results. If you are making investment decisions involving CPF, SRS, or personal capital, please conduct your own due diligence or consult a MAS-licensed financial adviser before committing funds.
