• SEARCH RESULTS FOR KEYWORDS "eu"
20/08/2025, 11:08

Will the ECB cut rates one more this year?

The US tariffs’ impact on eurozone growth could be bigger than the models might suggest that inflation will be lower, and that the ECB will be pushed into at least one...

by Admin
19/08/2025, 14:39

Will G10 currency volatility pick up?

G10 currency volatility remains at very low levels but many analysts expect volatility to pick up as we go through the rest of the year.

by Admin
12/08/2025, 11:10

Triple whammy for the US dollar

We see three reasons why the US dollar could slide in coming weeks and months. The slide could push euro/dollar into a 1.20-1.25 range and drag dollar/yen down to the...

by Admin
05/08/2025, 11:09

Diversification away from the US dollar

Borrowers and investors can choose to borrow (or invest) in non-domestic currencies and, if they do, they usually choose the US dollar. But there is a good case for both...

by Admin
18/07/2025, 11:06

Neutral rates are still rising

With longer-term bond yields rising, in spite of widespread policy easing, there seems to be more reason to think that neutral rates are still rising.

by Admin
16/07/2025, 02:00

Resolutely removing IUU "yellow card"

Promptly lifting the illegal, unreported, and unregulated (IUU) fishing “yellow card” is a crucial step for Viet Nam’s fisheries sector and the entire agriculture...

by Admin
16/07/2025, 02:00

Coffee exports set new record

Viet Nam’s coffee exports reached 5.45 billion USD with 953,900 tonnes in the first six months of 2025, nearly equal to the whole year of 2024’s turnover of 5.48 billion...

by Admin
11/07/2025, 11:08

Will the high US tariffs stick?

Financial markets seem to be assuming that high US tariffs won’t stick. That continued delay in their implementation combined with progress in tariff-reducing trade...

by Admin
04/07/2025, 10:05

Will the GBP keep its uptrend?

The pound (GBP) has been on a good run since the debacle of the infamous mini-budget of September 2022 which saw the pound fall close to parity against the dollar. It...

by Admin
03/07/2025, 11:03

How sensitive will the ECB be to euro strength?

The euro has risen by 14% against the US dollar so far this year. That’s a big rise and, at a time when the concerns of the ECB seem to be shifting from inflation to...

by Admin
01/07/2025, 11:03

What is driving the US dollar down?

The factors driving the US dollar seem to be pushing the greenback in the direction of an even bigger slide. The US dollar has already fallen by more than 10% this year...

by Admin
19/06/2025, 11:06

Is the eurozone ready for a “global euro”?

The demise of the US dollar this year, both in terms of its value and its perceived global status has prompted ECB President Christine Lagarde to declare that the euro...

by Admin