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.
By the end of September, the US, Japan and China are three Vietnam’s seafood export markets that hit export turnover of one billion US$ or more.
What does the inability of US dollar/yen to move too far from 150 tell us about the state of the currency market?
Euro/US dollar has rarely strayed from a 1.05-1.10 range all year while, more recently, US dollar/yen has become stuck at a single level – which is 150.
The global investors may continue to be drawn to US assets, partly because of US dynamism and partly because investment opportunities outside the US may be harmed by US...
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