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13/12/2022, 11:04

The US dollar may see further weakness

The US dollar surged through the first three quarters of 2022 against other developed currencies, but in Q4 it seems on course to give about half of that rally back.

by Admin
07/12/2022, 11:13

Will China drive the global financial cycle?

US policy has been working to dampen the global financial cycle through rate hikes and the consequent rise in the dollar. Can any increased positivity towards China act...

by Admin
05/12/2022, 11:08

What rate profile helps the US dollar?

The comments by Fed Chair Powell last week and those of other Fed members tend to suggest that the bank wants to reduce the size of rate hikes starting next month but...

by Admin
30/11/2022, 11:09

Rebalancing consumption and investment

There will be a sufficient and long-term rebalancing of consumption and investment that facilitates the necessary supply-side improvements that extinguish inflation...

by Admin
25/11/2022, 11:15

Where will the terminal FED funds rate land?

The FED’s policy is front and centre of market attention but investors could do well to note some of the hints that are coming from other central banks.

by Admin
23/11/2022, 11:09

What hinders the FED from raising rates?

There has been much written about how the strength of the US labour market could prove a headwind to lower inflation and hence a headwind to lower policy rates from the...

by Admin
21/11/2022, 02:38

USD/VND rate could be "cool down"

Many financial experts think that the FED's scaled-back rate hike will soon help the USD/VND rate "cool down."

by Admin