The FX market has numerous factors to focus on this week: the Middle East conflict, a tide of central bank rate decisions, and earnings releases from major US tech...
This week sees monetary policy meetings at all the major central banks: the Fed, ECB, BoJ and BoE. None are expected to move rates now. How these meetings impact the US...
It seems clear that most G10 central banks will avoid rushing to hike rates even as inflation surges on account of higher energy prices. But just because they stall now...
Unsurprisingly, the surge in energy prices last week has led to a sharp reassessment of the G10 monetary policy outlook. Inflation will undoubtedly rise, if only...
Most G10 central banks have been cutting policy rates, but long-term yields have risen. This is highly unusual. While factors such as Trump’s tariff tantrum in the...
Next week, gold prices could go sideways, creating a strong basis for an upward trend in 2026.
A number of G10 central banks have become more cautious about policy easing. Here we’d include the Federal Reserve, Bank of England and Reserve Bank of Australia. But...
While most G10 central banks remain in easing mode, it is clear that the path to lower rates is becoming a little trickier.
The so-called neutral policy rate has attracted more and more attention as central banks reach, or near, the end of their easing cycles. But not only is it hugely...
Central bankers will try to look through supply shocks. That may be right when it comes to energy, but it is not right when the supply shock is in food.
Most G10 central banks remain on course to cut rates further as they grapple to find the hard-to-estimate neutral rate.
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
The current economic slowdown pushes the Fed to lower rates to around neutral, or even lower, but persistent inflation forces Fed to ‘tweak’ rates back up, possibly late...
The tilt towards easier policy remains very much in place across central banks outside the US. The outlook for Fed policy is more opaque but it does appear that...
If inflationary pressure is caused by this deglobalisation trend, and not the undermining of central bank independence, then it is likely to be experienced by all...
The imposition of US tariffs poses enormous challenges for central banks, not least the Fed. Many analysts believe that the Fed will keep its powder dry but other...
Experts said a large portion of this influx of cash will likely flow into promising investment avenues like real estate and securities, especially given the current...
The direction is under the newly-issued Prime Minister's Directive 09/CT-TTg on the tasks and solutions of State-owned enterprises (SOEs) to contribute to the...
Should central banks set policy in a different way if they are more uncertain about the economic outlook?
The credit growth quota system, which puts a cap on the credit expansion of each bank, has been maintained by the SBV since 2011, when Vietnam’s economy was experiencing...
The FED seems set to stay on hold for the foreseeable future but most other G10 central banks should continue to ease.
Central bankers might have more to think about their monetary policy, because the Fed is pausing and the US dollar is surging.
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