There is clear speculation that many countries could enter a recession as a result of the US tariff shock. This includes not just the recipients of higher US tariffs,...
We need to look into why the treasury market has been so volatile in recent days, especially at the very long end of the curve.
The US President Donald Trump dropped new tariff rates on imports from most U.S. trade partners to 10% for 90 days to allow trade negotiations with those countries.
Without tariff wins from the US Administration, the bleeding will continue in asset prices.
PM Pham Minh Chinh asked the negotiation delegation to propose the US consider postponing the imposition of the new tariff policy for at least 45 days so that the two...
General Secretary To Lam spoke highly of the talks, during which the two leaders affirmed their desires to continue strengthening the bilateral relations for the...
Minister of Industry and Trade Nguyen Hong Dien has sent a diplomatic note requesting US authorities delay the tariff imposition to allow for constructive dialogue...
The first issue, of course, is to define ‘tariff success’. We can’t know for sure what constitutes success. But there’s probably three or four definitions according to...
As the US pivots sharply toward protectionism under the second Trump administration, Vietnam finds itself at the epicentre of a trade policy earthquake. But with...
Trump’s so-called reciprocal tariffs, which are paid by U.S.-based companies importing products into the United States, vary by country, ranging from a minimum of 10% to...
The U.S.-China trade war is driving shifts in global supply chains. Vietnam sees new opportunities in exports and manufacturing, but challenges like rising costs and...
In trying to make America great again, has President Trump actually made America ‘bad’ again, at least in the eyes of global investors?
The question around the impact of US tariffs has changed from ‘what if’ (tariffs are imposed), to ‘how long’ (might they be in place). While traders and investors might...
The Standard Bank’s view on the dollar has been that President Trump will leave the greenback at a lower level at the end of his term than where he found it, just like...
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...
Rather than the uniformity of the 10% or 20% global tariff that Trump threatened during the election campaign, it seems that tariffs will be run on more of a competitive...
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...
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.
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.
The war in Ukraine took a huge toll on the euro. Could peace bring a big dividend? Probably not. This is not to deny that there could be some uplift for the single...
The higher-than-expected US CPI data for January may cause FED to slow its rate cuts in 2025.
The aluminum and steel industries are undergoing significant market adjustments to adapt to evolving industry dynamics.
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