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02/10/2025, 10:35

Why has the FX market become quiescent?

The FX market has become quiescent after a rush of volatility in the spring around the time of President Trump’s tariff bombshell. That’s good news for currencies,...

by Admin
19/09/2025, 11:01

Prospects for the Fed’s rate cuts

Unless price data perks up quickly, many analysts say that the Fed’s next few rate cuts will be mostly uncontroversial.

by Admin
17/09/2025, 11:04

Will the Fed cut rates by 25 bps?

Unless just about everybody is wrong, the Federal Reserve will cut the fed funds target by 25-bps to a range of 4.0%-4.25% this week.

by Admin
15/09/2025, 09:59

Is the US economy at risk of recession?

According to Sahm rules, the US recession has begun when the three-month moving average of the unemployment rises by 0.5% points or more above the lowest point for the...

by Admin
11/09/2025, 11:00

Will the Fed cut rates next week?

The Fed looks set to re-start rate cuts next week and could take the fed funds target rate down by as much as 150-bps by the middle of next year. However, we doubt rates...

by Admin
08/09/2025, 10:20

Cash flow will tend to be more cautious

The widespread adjustment in the Vietnam stock market shows short-term profit taking pressure, but at the same time, cash flow will tend to be more cautious in the...

by Admin
07/09/2025, 02:39

Vietnam’s bid to be upgraded to EM status

Vietnam is classified as a frontier market by FTSE and MSCI. It has been on the FTSE Russell watchlist for a potential upgrade to emerging market (EM) status since...

by Admin
03/09/2025, 02:38

What stocks on the radar in September?

In September, a sensible investing strategy is to maintain selective diversification, focusing on stocks that have not yet grown much, have strong fundamentals, and have...

by Admin