The euro is off to a flying start this week. Much of the rise appears due to the aftermath of the Trump/Zelenskyy shouting match last Friday as markets speculate that...
Talk has been swirling around the market for some time that President Trump might be aiming for an accord on the global financial system, possibly arranged at his...
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...
In our view the US dollar is trading poorly and this makes us feel that it is more likely to decline over the medium term.
Many analysts’ key currency call for this year is that the yen will go from being the worst performing G10 currency over the past couple of years, to being the best in...
The market is a bit too dismissive of the tariff threat and this could leave riskier assets open to a slump and the US dollar on the verge of a rise.
President Trump was elected on a mandate to make America great again. It is possible that his program of tariffs, tax cuts, deportations, gutting the government and more...
As tariffs are thought to produce a one-time lift to US inflation, so the lift to the dollar may prove temporary and not permanent.
More tariff threats from the Trump administration over the weekend have lifted the US dollar but it seems clear from what we have seen so far that the market has...
President Trump’s opening salvo in a trade war has understandably lifted the US dollar. But by targeting Canada and Mexico, the US has effectively started a trade war...
Many analysts feel that Trump’s tariff policy could undermine the US dollar for a number of reasons.
The role of currency valuation within G10 currencies would appear very limited. But many analysts think there are two instances when valuation might be useful.
With Trump set to be inaugurated for a second time, will it be a case of cut and paste in terms of how the US dollar will trade this year?
The US dollar has continued its strong start to 2025, and many analysts doubt that this is likely to end at all soon.
Central bankers might have more to think about their monetary policy, because the Fed is pausing and the US dollar is surging.
Mr. Donald Trump later shot down the idea that tariffs will be more measured than those he suggested before the election. Will this impact the US dollar?
A strong US dollar will still be a major factor influencing the USD/VND exchange rate in 2025, causing the Vietnamese dong to depreciate by about three% against the...
Sterling was second only to the US dollar as the best performing G10 currency last year but, after the first trading day of 2025, it has turned out to be the worst. Of...
The expiry of the gas transit deal between Ukraine and Russia, and the new US debt limit could affect the global financial markets in 2025.
It seems fair to say that forecasts for the US next year are pretty good. If correct, this implies a pretty positive backdrop for the global economy and global financial...
Vietnam’s coconut industry has recently emerged as a key economic driver for the Mekong Delta and south-central coastal regions thanks to the signing of agreements...
The Australian economy is expected to improve in 2025 but the extent of any such improvement is likely to be down to external factors just as much as domestic ones.
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