Two factors to impact US dollar in 2024
The US dollar has started 2024 in pretty stable fashion and this stability may continue until two key questions are answered: will the Fed ease policy as the market...
The US dollar has started 2024 in pretty stable fashion and this stability may continue until two key questions are answered: will the Fed ease policy as the market...
China will put more pressure on the global dedollarization process with its recent currency exchange agreements worth over 14 billion USD with Saudi Arabia and...
After achieving an impressive increase and reaching the tens of billions USD mark for the first time last year, seafood exports in 2023 have not been able to repeat this...
Đặng Phúc Nguyên, General Secretary of Việt Nam Vegetable and Fruit Association, forecast that the export revenue would surpass US$6 billion and even reach $7 billion in...
In 2024, the BoJ seems likely to start the process of lifting policy rates and if we assume that most other G10 central banks start to cut, there’s a good chance for the...
The US economy is streets ahead of its peers, but the US dollar is not. Does this mean that there’s something wrong with the US dollar?
The euro has come under some modest pressure recently against other developed currencies.
There have been a couple of reports recently that seem to flag the possibility, maybe even the probability, that the sharp rise in policy rates will cause adverse...
Forecasts for a weaker US dollar through 2024 rest heavily not just on the Fed starting an easing cycle, but also that this cycle either causes, or is consistent with, a...
A much sharper than expected fall in euro zone inflation data for November weighed on the euro. However, we see two reasons why falling inflation won’t weaken the euro...
It is probably a common narrative in the market that, just as the dollar rose with the increase in US policy rates, so the dollar will fall as rates are cut.
It is future total factor productivity (TFP) that’s key; not what’s happened in the past when it comes to currencies.
The dollar price listed at commercial banks has continuously gone down in recent days.
The Standard Bank has argued before, and continue to believe, that the decisive break, when it comes, will be the high side and that euro/dollar will rise to the 1.20...
The reference exchange rate between the Vietnamese đồng and the US dollar announced by the State Bank of Việt Nam (SBV) at the last trading session of last week...
The US dollar might be the most important currency in most people’s books but, right now, the yen is the dominant one. Hence, what happens to the yen could easily...
The weaknesses in the US dollar could be revealed again this week if Congress misses the November 17th deadline to extend funding for the US government.
US treasury bonds are deemed by many to be the safest of safe assets. But this seems to be open to question at the moment.
Weak growth, high inflation, restrictive monetary policy, dollar strength and asset-price weakness have dogged G10 economies throughout much of the past two years. 2024...
In the past week or so we’ve seen the US dollar slide, bond yields quickly reverse a portion of recent losses, and stocks rise sharply.
There will always be some in the market eager to front-run what they feel will be a significant fall in the US dollar as the Fed gets into an easing cycle.
The US authorities have created a position where fiscal policy is loose relative to peers and monetary policy is tight compared to others.