Limited room for Fed easing
There is currently a lot of focus on the risk that the incoming Trump administration in the US will pursue policies that lift inflation and so limit the room for Fed...
There is currently a lot of focus on the risk that the incoming Trump administration in the US will pursue policies that lift inflation and so limit the room for Fed...
With Donald Trump’s re-election as U.S. president, U.S.-China trade tensions could escalate, and tariffs on Chinese goods could hit 60%. This could create an opportunity...
We could be thinking about the yen which has languished across the board for some time in spite of BoJ rate hikes and FX intervention, or the euro which seems to have...
Vietnam may potentially fall into the group of countries subject to Donald Trump 2.0’ 10-20% tariffs, as it ranks third among the nations with the largest trade deficits...
Back in 2021, president elect Trump said that crypto currencies were a scam and were competing against the US dollar.
With President-elect Donald Trump’s promise of global tariffs on foreign goods coming to the US, here in Vietnam, it is best to prepare now rather than wait for this...
Mr. Doan Minh Tuan, Head of Research & Investment at FIDT, argues that global forces and hazards that are currently unable to forecast when they will finish are having...
Taking into account key determinants, the VN-Index is probably going to trend sideways until November 2024.
Vietnam should fare reasonably well under the next Trump administration, according to investment management firm VinaCapital.
The Fed is not the only central bank that has faced difficulties as a result of Donald Trump's victory.
The election is happening in the US and, in the past we’ve spoken about what might happen to bond and currency markets if either Trump or Harris wins. But what if...
If Mr. Donald Trump wins the US election, this result will lead to a short-term rally in the USD dollar.
While the Fed may decide whether to accommodate Trump-led fiscal largesse, the BoE will have to determine whether to accommodate tighter fiscal policy in the UK by...
Political factors remain to the fore, and not just in the US. Japan’s weekend election outcome has currency implications as well.
The global financial markets will price in a good deal of volatility over the US election, but without any significant directional skew or bias.
Although much of the focus within the foreign exchange market remains locked on central bank policy easing, politics and geopolitics seem more likely to take the driving...
If Trump wins again, he would like the US to lead the world in crypto because, if it does not, China will. And he will also presumably outlaw the Fed from adopting a...
A second Trump term would lead to elevated policy uncertainty, while sticky global inflation and China’s uneven economic recovery remain as key risks too.
Politics and monetary policy continue to dominate FX market sentiment and this is unlikely to change in the short-term.
US presidential hopeful Donald Trump repeated his dislike for the strong US dollar in a recent interview.
The question now is whether financial market players should gear up for a dollar rally to begin should Trump win in November 2024.
There seem to be a number of factors, that have clear historical precedent, that could squeeze the dollar much higher, even if only temporarily. Most of these factors...