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02/12/2024, 11:37

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...

by Admin
30/11/2024, 02:00

Bracing for Next U.S.-China Trade War

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...

by Admin
26/11/2024, 11:36

What’s driving G10 currencies?

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...

by Admin
19/11/2024, 02:38

The VN-Index is headed for the bottom

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...

by Admin
30/10/2024, 11:43

The BoE's position may conflict with the Fed's

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...

by Admin
15/10/2024, 11:02

What will drive the US dollar in the short term?

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...

by Admin
25/07/2024, 02:37

Key risks ahead for the global economy

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.

by Admin
04/07/2024, 11:26

What could squeeze the US dollar much higher?

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...

by Admin