In this video, #AndreiJikh analyzes the current economic climate and the strategy of new Federal Reserve Chair Kevin Worsh to manage the U.S. economy amid a "supercycle" of shifting financial trends (0:35, 21:46).
The "Worsh Plan" for the Economy:
Lowering Interest Rates: The primary goal is to stimulate growth, particularly for Trump's economic agenda, by reducing short-term borrowing costs (3:29, 3:42).
Steepening the Yield Curve: By shrinking the Federal Reserve's balance sheet while simultaneously lowering short-term rates, the plan aims to create a larger spread between short and long-term rates, which is highly profitable for banks (3:50, 4:13).
Deregulation (SLR): A core strategy involves loosening the Supplemental Leverage Ratio (SLR) to allow banks to hold more Treasury bonds without impacting their capital requirements, essentially using the commercial banking system to conduct "stealth" quantitative easing (4:36, 6:50).
The Role of AI: Worsh views AI as a long-term disinflationary force, believing it will boost productivity and help manage the national debt (7:50).
Key Challenges & External Factors:
The Iran Conflict: The war with Iran has caused significant economic disruption by impacting oil prices and threatening the Strait of Hormuz, which is inflationary (10:13, 10:28).
Bond Market Instability: A flattened yield curve due to the conflict has made Treasury bonds less attractive, complicating Scott Bessant’s goal of refinancing $8 trillion in debt (11:24, 15:31).
Strategic Petroleum Reserve: The impending depletion of the reserve creates an "80-day" ticking time bomb for oil prices, adding further risk (16:09).
What to Watch For (Wednesday's Fed Meeting):
Language on Inflation: Listen for keywords like "transitory"; if Worsh uses such language, the market may perceive it as dovish (19:44).
Bond Market Support: Indications that the Fed will intervene to support the bond market will likely signal impending liquidity (20:16).
The Dollar (Dixie Index): A weakening dollar after the press conference would likely favor risk assets like Gold and Bitcoin (20:44).
The "Supercycle" Perspective:
Jikh emphasizes that we are currently in a 15–20 year cycle where real assets (commodities, oil, gold, Bitcoin) are expected to outperform traditional paper assets like stocks and bonds, a trend driven by de-globalization and deficit spending (21:46, 22:19).
https://youtu.be/HIBozcOlQPY?is=a8HemVOrxGUGP1Jz
The "Worsh Plan" for the Economy:
Lowering Interest Rates: The primary goal is to stimulate growth, particularly for Trump's economic agenda, by reducing short-term borrowing costs (3:29, 3:42).
Steepening the Yield Curve: By shrinking the Federal Reserve's balance sheet while simultaneously lowering short-term rates, the plan aims to create a larger spread between short and long-term rates, which is highly profitable for banks (3:50, 4:13).
Deregulation (SLR): A core strategy involves loosening the Supplemental Leverage Ratio (SLR) to allow banks to hold more Treasury bonds without impacting their capital requirements, essentially using the commercial banking system to conduct "stealth" quantitative easing (4:36, 6:50).
The Role of AI: Worsh views AI as a long-term disinflationary force, believing it will boost productivity and help manage the national debt (7:50).
Key Challenges & External Factors:
The Iran Conflict: The war with Iran has caused significant economic disruption by impacting oil prices and threatening the Strait of Hormuz, which is inflationary (10:13, 10:28).
Bond Market Instability: A flattened yield curve due to the conflict has made Treasury bonds less attractive, complicating Scott Bessant’s goal of refinancing $8 trillion in debt (11:24, 15:31).
Strategic Petroleum Reserve: The impending depletion of the reserve creates an "80-day" ticking time bomb for oil prices, adding further risk (16:09).
What to Watch For (Wednesday's Fed Meeting):
Language on Inflation: Listen for keywords like "transitory"; if Worsh uses such language, the market may perceive it as dovish (19:44).
Bond Market Support: Indications that the Fed will intervene to support the bond market will likely signal impending liquidity (20:16).
The Dollar (Dixie Index): A weakening dollar after the press conference would likely favor risk assets like Gold and Bitcoin (20:44).
The "Supercycle" Perspective:
Jikh emphasizes that we are currently in a 15–20 year cycle where real assets (commodities, oil, gold, Bitcoin) are expected to outperform traditional paper assets like stocks and bonds, a trend driven by de-globalization and deficit spending (21:46, 22:19).
https://youtu.be/HIBozcOlQPY?is=a8HemVOrxGUGP1Jz
YouTube
How I’m Preparing For The “Supercycle”
The Fed's Plan For The U.S. Economy
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Jardine Matheson targets 5% annual dividend growth, launches US$500 million share buyback
https://www.businesstimes.com.sg/companies-markets/jardine-matheson-targets-5-annual-dividend-growth-launches-us500-million-share-buyback
https://www.businesstimes.com.sg/companies-markets/jardine-matheson-targets-5-annual-dividend-growth-launches-us500-million-share-buyback
The Business Times
Jardine Matheson targets 5% annual dividend growth, launches US$500 million share buyback
It is also eyeing annualised total shareholder return of at least 9% over the next five years Read more at The Business Times.
China home prices fall at faster pace in setback to revival
https://www.businesstimes.com.sg/property/china-home-prices-fall-faster-pace-setback-revival
https://www.businesstimes.com.sg/property/china-home-prices-fall-faster-pace-setback-revival
The Business Times
China home prices fall at faster pace in setback to revival
Resale home values have decreased 0.26%, the most in three months Read more at The Business Times.
Hong Kong market faces pressure as HK$255 billion in locked shares expire in July
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/hong-kong-market-faces-pressure-hk255-billion-locked-shares-expire-july
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/hong-kong-market-faces-pressure-hk255-billion-locked-shares-expire-july
The Business Times
Hong Kong market faces pressure as HK$255 billion in locked shares expire in July
The potential wave of selling poses an additional headwind for the city’s struggling equity market Read more at The Business Times.
Xiaohongshu targets end of June for confidential Hong Kong IPO: sources
https://www.businesstimes.com.sg/companies-markets/xiaohongshu-targets-end-june-confidential-hong-kong-ipo-sources
https://www.businesstimes.com.sg/companies-markets/xiaohongshu-targets-end-june-confidential-hong-kong-ipo-sources
The Business Times
Xiaohongshu targets end of June for confidential Hong Kong IPO: sources
The potential listing that could rank among the city’s largest in recent years Read more at The Business Times.
Trump thanks China and Russia, partners of Iran, for diplomatic help in sealing ceasefire deal
https://www.businesstimes.com.sg/international/trump-thanks-china-and-russia-partners-iran-diplomatic-help-sealing-ceasefire-deal
https://www.businesstimes.com.sg/international/trump-thanks-china-and-russia-partners-iran-diplomatic-help-sealing-ceasefire-deal
The Business Times
Trump thanks China and Russia, partners of Iran, for diplomatic help in sealing ceasefire deal
Like China, Russia has been trying to position itself as a diplomatic back channel in the war Read more at The Business Times.
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Trump says Hormuz will reopen by Jun 19. America’s G7 allies aren’t so sure
https://www.businesstimes.com.sg/international/trump-says-hormuz-will-reopen-jun-19-americas-g7-allies-arent-so-sure
https://www.businesstimes.com.sg/international/trump-says-hormuz-will-reopen-jun-19-americas-g7-allies-arent-so-sure
The Business Times
Trump says Hormuz will reopen by Jun 19. America’s G7 allies aren’t so sure
There are serious difficulties in finding a common position among the group about how to deal with the situation in Iran Read more at The Business Times.
Oil rebounds on concerns about US-Iran peace deal, restoration of supply
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-rebounds-concerns-about-us-iran-peace-deal-restoration-supply
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-rebounds-concerns-about-us-iran-peace-deal-restoration-supply
The Business Times
Oil rebounds on concerns about US-Iran peace deal, restoration of supply
Prices are now more than 30% lower than their peak at the height of the war Read more at The Business Times.
🐳 WhalePool Traders Journal
China home prices fall at faster pace in setback to revival https://www.businesstimes.com.sg/property/china-home-prices-fall-faster-pace-setback-revival
China’s property stocks tumble back to pre-2024 stimulus levels
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/chinas-property-stocks-tumble-back-pre-2024-stimulus-levels
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/chinas-property-stocks-tumble-back-pre-2024-stimulus-levels
The Business Times
China’s property stocks tumble back to pre-2024 stimulus levels
With half-year results approaching, investors are focused on whether developers’ earnings can stabilise Read more at The Business Times.
🐳 WhalePool Traders Journal
Bank of Japan governor Ueda hospitalised, will miss June meeting https://www.businesstimes.com.sg/companies-markets/banking-finance/bank-japan-governor-ueda-hospitalised-will-miss-june-meeting https://vt.tiktok.com/ZSQaoQXwS/
Bank of Japan raises interest rates to 31-year high in widely expected move
https://www.businesstimes.com.sg/companies-markets/banking-finance/bank-japan-raises-interest-rates-31-year-high-widely-expected-move
https://www.businesstimes.com.sg/companies-markets/banking-finance/bank-japan-raises-interest-rates-31-year-high-widely-expected-move
The Business Times
Bank of Japan raises interest rates to 31-year high in widely expected move
The central bank decides to raise its short-term policy rate to 1% from 0.75% by a 7-1 vote Read more at The Business Times.
Japan’s Nikkei hits record high, yen steady after BOJ hikes rates as expected
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/japans-nikkei-hits-record-high-yen-steady-after-boj-hikes-rates-expected
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/japans-nikkei-hits-record-high-yen-steady-after-boj-hikes-rates-expected
The Business Times
Japan’s Nikkei hits record high, yen steady after BOJ hikes rates as expected
The yen maintained a slightly stronger tone against the US dollar Read more at The Business Times.
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Asia markets temper Iran deal optimism; investors assess BOJ rate hike
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asia-markets-temper-iran-deal-optimism-investors-assess-boj-rate-hike
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asia-markets-temper-iran-deal-optimism-investors-assess-boj-rate-hike
The Business Times
Asia markets temper Iran deal optimism; investors assess BOJ rate hike
The initial excitement over the preliminary agreement between US and Iran is beginning to fade Read more at The Business Times.
Morning Briefing: Top stories from The Straits Times on June 16, 2026
https://str.sg/pEav
https://youtube.com/shorts/klZPwOpzuVI?is=bsgR7-3wYX-2IaDF
https://str.sg/pEav
https://youtube.com/shorts/klZPwOpzuVI?is=bsgR7-3wYX-2IaDF
The Straits Times
Morning Briefing: Top stories from The Straits Times on June 16, 2026
Read more at straitstimes.com.
KPMG scandal deepens Big Four accounting firms’ woes in Australia
https://www.businesstimes.com.sg/companies-markets/banking-finance/kpmg-scandal-deepens-big-four-accounting-firms-woes-australia
https://www.businesstimes.com.sg/companies-markets/banking-finance/kpmg-scandal-deepens-big-four-accounting-firms-woes-australia
The Business Times
KPMG scandal deepens Big Four accounting firms’ woes in Australia
Latest controversy will likely accelerate sector decline, analysts say Read more at The Business Times.
Vietnam stocks see biggest foreign inflows in nearly six years
https://www.businesstimes.com.sg/international/asean/vietnam-stocks-see-biggest-foreign-inflows-nearly-six-years
https://www.businesstimes.com.sg/international/asean/vietnam-stocks-see-biggest-foreign-inflows-nearly-six-years
The Business Times
Vietnam stocks see biggest foreign inflows in nearly six years
Despite the latest inflow, foreign investors have sold a net US$2.6 billion worth of Vietnamese equities so far this year Read more at The Business Times.
Singtel, KKR-owned STT GDC opens its first South Korean data centre to tap AI boom
https://www.businesstimes.com.sg/startups-tech/technology/singtel-kkr-owned-stt-gdc-opens-its-first-south-korean-data-centre-tap-ai-boom
https://www.businesstimes.com.sg/startups-tech/technology/singtel-kkr-owned-stt-gdc-opens-its-first-south-korean-data-centre-tap-ai-boom
The Business Times
Singtel, KKR-owned STT GDC opens its first South Korean data centre to tap AI boom
30 MW facility will be jointly operated by STT GDC and Hyosung Heavy Industries Read more at The Business Times.
World’s 500 richest add record US$336 billion to wealth in one day
https://www.businesstimes.com.sg/international/worlds-500-richest-add-record-us336-billion-wealth-one-day
https://www.businesstimes.com.sg/international/worlds-500-richest-add-record-us336-billion-wealth-one-day
The Business Times
World’s 500 richest add record US$336 billion to wealth in one day
The wealth inequality between the world’s rich elite and everyone else is growing Read more at The Business Times.
#HKMarketUpdate
China stocks flat as uneven economic data counters tech rally
Jun 16, 2026, 16:33 GMT+8
https://www.tradingview.com/news/reuters.com,2026:newsml_L1N42O09K:0-china-stocks-flat-as-uneven-economic-data-counters-tech-rally/
China stocks flat as uneven economic data counters tech rally
Jun 16, 2026, 16:33 GMT+8
https://www.tradingview.com/news/reuters.com,2026:newsml_L1N42O09K:0-china-stocks-flat-as-uneven-economic-data-counters-tech-rally/
TradingView
China stocks flat as uneven economic data counters tech rally
China stocks closed flat on Tuesday as mixed economic data, including weak consumer spending and a prolonged property slump, weighed on markets, while tech shares' strength offered support.** The Shanghai Composite Index SSE:000001 briefly strengthened past…
#HKMarketUpdate
<Full-day Takeaway>HSI Down 348 pts; HSTI Down 106 pts; MEITUAN Down over 3%; DONGYUE GROUP, KB LAMINATES Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1529279/top-news/AAFN
<Full-day Takeaway>HSI Down 348 pts; HSTI Down 106 pts; MEITUAN Down over 3%; DONGYUE GROUP, KB LAMINATES Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1529279/top-news/AAFN
Aastocks
AASTOCKS Financial News - Top News
Provide HK Stocks News and Financial News, including Stocks’ company news, announcement, result, world economic data, world markets news, china’s policy, forex and fund news, warrant and CBBC news
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<H Shrs>HSI Closes Down 348 pts; LENOVO GROUP Rallies 4%+ Against Mkt
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1529285/top-news/AAFN
<H Shrs>HSI Closes Down 348 pts; LENOVO GROUP Rallies 4%+ Against Mkt
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1529285/top-news/AAFN
Aastocks
AASTOCKS Financial News - Top News
Provide HK Stocks News and Financial News, including Stocks’ company news, announcement, result, world economic data, world markets news, china’s policy, forex and fund news, warrant and CBBC news