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The taskforce on the size of the Fed's balance sheet is expected to complete its findings and recommendations by end-26, paving the way for QT to be reintroduced in 2027. The resultant higher bond yields and steepening of the yield curve is a favourable outcome for banks.
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The moderation of hostilities in the Middle East paves the way for continued economic expansion. Maintain OVERWEIGHT. Our top pick is OCBC (SGX:O39) for its strategic shift to accelerate growth. We like DBS (SGX:D05) for its attractive 2026 dividend yield of 4.7%.
Debasement is the gradual erosion of a currency’s purchasing power
- - Read this at SGinvestors.io -
- - Read this at SGinvestors.io -
De-dollarisation is the gradual reduction in usage of the US dollar
- Read more at SGinvestors.io.
Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.
Jonathan Koh CFA UOB Kay Hian Research | https://research.uobkayhian.com/ 2026-07-10
More reports on banking & finance sector:
Analyst Reports on Singapore Banking & Finance Sector
Read also:
Analyst Reports on DBS Group
Analyst Reports on OCBC Bank
Analyst Reports on United Overseas Bank (UOB)
