The Middle East conflict has taught us a lot about the FX market. Some moves we might have suspected beforehand, but some moves have still been a surprise.
Many analysts think that the yen and renminbi could be the ones to watch in 2026 and both for similar valuation-type reasons.
While it might look as if the FX market will trade through to the end of the year in a very stable fashion, there are still a number of events that could generate...
G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
If major currencies like the US dollar and the yen, and perhaps even the euro, stand to weaken as a result of political tensions, which currencies will win?
Major G10 currencies do not seem to be particularly attractive right now and that’s opening the door for the more minor G10 currencies, the renminbi, and other emerging...
Borrowers and investors can choose to borrow (or invest) in non-domestic currencies and, if they do, they usually choose the US dollar. But there is a good case for both...
If interest rates have any bearing at all on currencies, it is in real (inflation-adjusted) terms, not nominal terms. So, the fact that the Fed looks as if it will cut...
There has been considerable talk this year that the dollar is losing status, and with it, value as well. The corollary of this is to ask which currencies may challenge...
If we can agree that the US – the global financial hegemon – is in retreat and that the US dollar will fall, who will be the primary beneficiaries?
The US dollar or the euro? Public money or private money? Two questions that seem to stand at the heart of the monetary debate, but only the former attracts any...
The Standard Bank expects the US dollar to lose ground to ‘safe’ currencies like the yen, gain ground against higher risk currencies, such as the Australian dollar and...
Fiscal policy is in a major state of flux in many large-developed economies. This policy may affect currencies.
The Vietnam banking sector must implement solutions to reduce lending interest rates, creating conditions for individuals and businesses to access loans at...
We have questioned the safe-asset qualities of the US dollar on many occasions. But it seems that these question marks have grown in size following developments such as...
We could be thinking about the yen which has languished across the board for some time in spite of BoJ rate hikes and FX intervention, or the euro which seems to have...
The yen weakness we see now and the lack of volatility in other G10 currencies, like euro/dollar won’t last.
Politics dominates given two elections in Europe this week and the continued fallout from President Biden’s poor performance in last week’s presidential debate.
The US dollar has remained stable despite economic and monetary policy divergence between the US and many other countries, especially those in Europe. If currencies do...
The UK and US share elections this year; the former on July 4th and the latter November 5th. But the 2024 calendar is all they share because, in many respects, the two...
The addition of many regulations in Decree No. 52/2024/ND-CP on non-cash payments is considered to help meet the requirements of digital transformation and promote...
The FX market remains calm. A slight levelling in the growth gap between the US and other countries, notably in Europe, is pegging the US dollar back but big moves in...
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