Dollar/yen has risen into the region that prompted the Bank of Japan to intervene in the FX market last autumn. Hence it seems that intervention was only successful for...
History shows that a significant and sharp fall in US net savings is usually associated with a fall in the dollar.
In the past 10 days we’ve seen the US stripped of its AAA rating by Fitch and, very possibly, the next president of the US face his third, and arguably most serious...
The IMF released its latest External Sector Report this week for 2022 and, once again, concluded that the dollar was overvalued.
We can make the case that positioning in some markets has been overextended.
Since the US CPI fell significantly in June, the FED might only raise interest rates once more.
Many analysts have been quite optimistic for the pound this year. But while this view seems to be playing out, there are aspects of what’s been happening recently that...
As far as we can tell the vast bulk of the argument relating to de-dollarisation and its possible role in reducing the value of the dollar has been couched in terms of...
The US dollar continues to trade in a stable fashion against other major developed currencies. With volatility falling, it has given room for riskier developed and...
Investment from the Republic of Korea (RoK) in Vietnam is expected to accelerate in the near future, including many large-scale projects worth up to billions of US...
There has been a lot of talk recently about de-dollarisation. However, you should be careful what you wish for.
We are talking about the day when the Federal Reserve clearly indicates that it thinks it has reached the peak, or the pause point, on policy rates. For at this time,...
Should perceptions change, and funding strains tighten financial conditions, the US dollar will likely rise.
Many financial experts forecast that the US dollar could go down strongly over the long term. This being said, the Standard Bank remains reticent to believe that a...
We have talked a lot in recent years about two forces pushing up inflation: deglobalization and demographics, or the two Ds, as we’ve called them. But could there be a...
Deputy Prime Minister Tran Hong Ha signed Decision 165/QD-TTg, approving the Project on restructuring the Industry and Trade sector for the period to 2030.
The FX markets still seem somewhat undecided about the ramifications of the banking strains that have gripped Europe and the US. But, whatever happens, it does not look...
There’s only one G10 central bank that has paused its rate hikes, and that’s the Bank of Canada. But far from crush the Canadian dollar, the currency is just about the...
The conference “Vietnamese digital companies going global: Global digital cooperation – Trusted partners in building the digital world” was part of the campaign to...
The dominance of the US dollar in the global financial system has often been questioned - and routinely rebuffed.
On the surface, it would appear that there are several reasons why investors might wish to stay away from US assets.
If the debt ceiling binds, and the U.S. Treasury does not have the ability to pay its obligations, the negative economic effects would quickly mount.
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