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25/09/2024, 11:11

What is the FED’s inflation target?

If you said 2%, we’d argue that you are wrong. It seems to us that it is above 2% although, just how far above is hard to say.

by Admin
24/09/2024, 11:17

The US dollar's downside might be contained

The US dollar has been pressurised by the Federal Reserve’s large 50-bps rate cut last week, but the downside for the greenback is likely to be limit  ed ahead of...

by Admin
23/09/2024, 11:12

Fed rate cuts put the US dollar at more risk

While the Fed rate cut has no surprise, the size of the reduction was larger than expected, and the Fed’s explanation for the larger-than-anticipated rate cut was...

by Admin
19/09/2024, 11:09

FED will still fall behind the curve?

Even 50-bps rate cut today also leaves the Fed behind the curve, it can catch up with aggressive easing in the future if it needs to.

by Admin
18/09/2024, 11:17

Will another carry-trade episode emerge?

The BoJ almost certainly won’t hike rates again this week, but this need not necessarily rule out another painful carry-trade unwind.

by Admin
11/09/2024, 11:34

Will the FED cut rates by 25 or 50 bps?

Last week’s US payroll data was somewhat mixed but, on balance, seemed to tip the debate about 25-bps or 50-bps, for the Fed’s first rate cut on September 18th towards...

by Admin
10/09/2024, 11:57

Will the ECB deliver its second rate cut?

While attention is undoubtedly on the prospect for the first rate cut from the Fed later this month, the ECB could deliver its second rate cut in the cycle on Thursday.

by Admin
10/09/2024, 02:38

A "Nightmare" for Starbucks

Starbucks' revenues have declined significantly due to niche customer base, internal problems, and fierce competition, notably in the Chinese market.

by Admin
01/09/2024, 02:00

Closely and effectively managing State fund

Following the socio-economic management policies and the state budget estimate for 2024, the State Treasury has managed the state fund proactively, publicly and...

by Admin