🐳 WhalePool Traders Journal

Trading Day: Lift off! https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-09-16/

Australia will bar foreign students from bringing their partners and children with them while they study, according to media reports. The hard-right One Nation party, which has been surging in recent polls, says it wants to slash the number of temporary migrants by 750,000: https://cna.asia/3UYEe4X

Dr Wealth TL;DR Market News 17 Sep 2026: 1. The Fed raised interest rates for the first time in three years. Officials unanimously voted 12 to 0 to lift the target range by a 0.25%, to 3.75% to 4%. 2. The bigger news was the guidance for what comes next. Sixteen of eighteen Fed officials expect at least one more hike this year, and four of them want two more. Fed Chair Kevin Warsh said the plain fact is that inflation is too high, and that this summer's readings do not show underlying inflation improving. 3. Wall Street had priced in the hike itself at over 90%, so it was the hawkish tone that hit markets. The Dow fell 631 points, or 1.2%, its worst day for bank stocks since February. The S&P 500 fell 0.45% while the Nasdaq barely moved. 4. The surprising part was which stocks fell hardest. Goldman Sachs, Wells Fargo, Bank of America and Citigroup all dropped more than 3%, even though higher rates usually help banks earn more on loans. Investors are betting that more hikes ahead will hurt loan demand and credit quality more than any margin gain helps. 5. The US 10 year Treasury yield stayed above 5%, a level it first reached on Tuesday for the first time since 2007. Gold fell 1.2% to about $4,240 an ounce as the US dollar strengthened. 6. Singapore investors should note that S-REITs are already down 8.2% this year while the STI is up nearly 25% to a record high, led by our own banks. The market has been pricing in higher for longer for months, and Wall Street's reaction is a reminder that rising rates only help banks up to a point before loan and credit worries start to bite. 7. What we're watching next: the Bank of Japan decides on rates Friday at 2:30pm Singapore time, and every economist surveyed expects a hike to 1.25%. It is the first time the BOJ and the Fed have both made decisions in the same week this cycle. A bigger hike than expected would matter here too. Cheap yen borrowing has helped fund parts of the AI trade, and if that borrowing gets costlier, investors may sell those stocks to repay their loans, what's known as unwinding the yen carry trade. Forwarded this? Get the Dr Wealth TL;DR every weekday morning: https://t.me/+ZvhikPTjGr9jZWVl

Can't buy China's most valuable listed company, CXMT, because it's on the STAR Market? This new ETF gets you in, plus 14 other China memory stocks [Premium]: https://growthdragons.substack.com/p/you-can-now-bet-on-chinas-memory

Morning Briefing: Top stories from The Straits Times on Sept 15, 2026 https://str.sg/5w8t

While You Were Sleeping: 5 stories you might have missed, Sept 17, 2026 https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-sept-17-2026

Instead of speculating if AI will end mankind, audit and govern the tech: Industry players https://www.straitstimes.com/tech/instead-of-speculating-if-ai-will-end-mankind-audit-and-govern-the-tech-industry-players

Firms Shy Away From Long-Dated Bond Offerings as US Yields Surge https://finance.yahoo.com/markets/options/articles/firms-shy-away-long-dated-172832937.html

Key Takeaways From Fed Decision to Raise Interest Rates https://finance.yahoo.com/economy/policy/articles/key-takeaways-fed-decision-raise-180001014.html

Dollar rises after Fed hikes rates in bid to counter inflation https://finance.yahoo.com/markets/currencies/articles/dollar-girded-bets-us-hiking-045220914.html

Wall St ends lower after Fed hikes interest rates, sees more tightening ahead https://finance.yahoo.com/markets/stocks/articles/wall-st-futures-edge-higher-090745072.html

Meta Event Next Week Could Spark Stock Gains, Says Citi https://finance.yahoo.com/markets/stocks/articles/meta-event-next-week-could-205548850.html

Stocks fall as Fed delivers hawkish rate hike https://finance.yahoo.com/markets/world-indices/articles/asian-markets-nervous-start-ahead-012257597.html

Oil Extends Slump as Saudi Arabia Moves to Restore Key Pipeline https://finance.yahoo.com/energy/articles/oil-extends-slump-saudi-arabia-220554490.html

Trump after hike: 'Interest Rates in the United States should be 1%' https://finance.yahoo.com/economy/policy/article/interest-rates-in-the-united-states-should-be-1-trump-reacts-to-feds-rate-hike-205145796.html

Stocks fall after Warsh discusses Fed hike https://finance.yahoo.com/markets/live/stock-market-today-wednesday-september-16-dow-sp-500-nasdaq-fed-meeting-decision-080356525.html

When the Fed hikes rates, here's how it affects retirees and their money https://finance.yahoo.com/economy/article/when-the-fed-hikes-rates-heres-how-it-affects-retirees-and-their-money-212953419.html

JPMorgan CEO Jamie Dimon: 'It's not clear to me we've slayed inflation' https://finance.yahoo.com/markets/article/jpmorgan-ceo-jamie-dimon-its-not-clear-to-me-weve-slayed-inflation-210823303.html

SpaceX stock pops ahead of Starship launch https://finance.yahoo.com/markets/stocks/article/spacex-stock-pops-ahead-of-starship-launch-180435710.html

Fed raises interest rates by a quarter point in unanimous decision, marking first hike in 3 years https://finance.yahoo.com/economy/policy/article/fed-raises-interest-rates-by-a-quarter-point-in-unanimous-decision-marking-first-hike-in-3-years-171212149.html