There has been such a strong narrative to financial markets this year that it seems positioning has become quite extreme.
The dollar remains strong and, when trying to explain this, a lot of focus is put on monetary policy and rate differentials, as if relatively high US rates suck capital...
To combat inflation, the Fed raised interest rates by 0.75 percentage point for the second time in a row.
The dollar has recently risen to the target levels that we’ve held for some months, such as parity against the euro.
The US dollar has been rising sharply and that’s exacerbating already high global inflation as costs rise for dollar-invoiced imports while increasing debt costs...
US CPI inflation might be similar to levels in the euro zone or the UK, but there’s little doubt from the recent spate of policy meetings that it will go harder and...
Last week, we spoke about whether there is a case to be made for intervention now, or in the future, to weaken the dollar.
Political and economic changes across the globe are beginning to challenge the dominant world currency and are now posing a threat to the once pivotal role of the US...
Many financial analysts doubt if there is any intervention to stop the US dollar from rising.
The risk aversion remains high in many financial markets, and that continues to suggest a firmer dollar.
Russia-Ukraine conflict and the resulting sanctions on Russia’s central bank have led to questions about the future of the dominant role of the US dollar.
“Weaponising” the US dollar is seen as one of the most effective tools the West has to put economic pressure on Russia, even though the country has significantly...
The conflict between Russia and Ukraine has created the possibility of the US Federal Reserve (FED) to raise interest rates and for the US dollar to rise in the global...
In such a fast-moving conflict situation like this between Russia and Ukraine, there are many things to watch out for.
The Bank of Japan was forced to defend its 0.25% upper limit for 10-year JGB yields. This could be a long fight and already the dollar/yen bulls seem to want to use the...
The US trade deficit increased 27.0% last year to an all-time high of $859.1 billion. The trade deficit was at $676.7 billion in 2020. How does it impact the US dollar?
While the path of monetary policy in the US and elsewhere will claim a lot of column inches when trying to predict currency movements this year it is sensible to be...
The Vietnamese dong has appreciated by around 2 percent against the US dollar in the last eleven months of this year. It is now to be seen whether this trend will...
The dollar remains on a firmer footing and the euro is in the firing line. These trends seem unlikely to change in the near term.
Capital flows into green growth projects have still seen positive signals despite adverse impacts from the COVID-19 pandemic on foreign direct investment (FDI) in...
Despite the pandemic impacting the resort, hotel and rental market, the housing and apartment segment still has projects for sale at record prices.
From now until the end of the year, orders of many important export industries such as textiles, wood, aquatic products are quite positive. However, many businesses are...
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