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.
By imposing tariffs on its trade partners, the US is trying to attract capital inflows from abroad.
Experts were unanimous that not only steel but many other Vietnamese export products are at risk from looming tariffs.
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...
There’s pretty widespread agreement that US tariffs will lead to lower growth than would have otherwise been the case, and higher inflation.
Even leaving any tit-for-tat aside, the surge in tariffs when Trump was first in office was not just down to US action and retaliation.
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.
Bond yields are continuing to charge higher. While this is likely to reverse over the long haul, the long haul is not here yet.
The US dollar has continued its strong start to 2025, and many analysts doubt that this is likely to end at all soon.
Many economists said there would seem to be four main objectives for tariffs in the world of Trump and his advisors.
Vietnam, an emerging leader in Asia, must proactively adapt to potential shifts in trade dynamics resulting from the policies of the new US administration, speakers said...
One of the big early questions for 2025 is whether president elect Trump will introduce the tariffs that he threatened during the election campaign. We see some, but not...
The National Assembly aims 2025’s GDP growth target at 6.5-7%, asking the Government for efforts to achieve 7-7.5%, which is higher than this year’s budget and equalling...
Many economists predicted that the USD/VND exchange rate would still be under a lot of pressure in 2025, with President-elect Donald Trump's tariff policies posing the...
While it is very possible that 2025 pans out the way that most expect, the room for leftfield events to upset the status quo appears elevated. In what follows we outline...
Following new tariff policies under President Donald Trump, it is imperative to keep an eye on the interest rate differential between the United States and Vietnam as...
Analysts predicted that if President-elect Donald Trump's tariff and trade pledges would be carried out, the FED's rate decreases may be slowed down, which would cause...
VN
EN