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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
11/08/2025, 11:10

Prospects for the USD/VND by year-end

The narrowing VND-USD interest rate differential during July helped curb the upward pressure on the exchange rate. However, pressure on USD/VND will remain big by...

by Admin
08/08/2025, 11:04

How much will the FED cut rates by year-end?

The Fed has not cut rates so far this year but FOMC members forecast two rate cuts in 2025 at their June meeting and the market is priced for two cuts as well.

by Admin
07/08/2025, 11:06

Will the BoE continue to cut interest rates?

Many analysts expect the Bank of England (BoE) to cut the base rate by 25 bps today. They would like to see more. But more should come in time as they see the Bank...

by Admin
06/08/2025, 11:10

US tariffs: What impacts on the US dollar?

Even if some of the uncertainty related to the US’s erratic tariff policy starts to ease off, there are still the economic impacts of tariffs to consider and, these are...

by Admin
30/07/2025, 11:11

Will the US dollar drop on the US tariffs?

The tariff-related vulnerability of the US dollar switches to a vulnerability borne of Federal Reserve policy. As a result, the US dollar could fall with euro/US dollar...

by Admin
29/07/2025, 11:11

How do interest rates impact currencies?

If interest rates have any bearing at all on currencies, it is in real (inflation-adjusted) terms, not nominal terms. So, the fact that the Fed looks as if it will cut...

by Admin
25/07/2025, 11:03

Will the US tariffs lift the US dollar?

The US has introduced punitive tariffs this year and the US dollar has fallen. This is not how it’s supposed to be. Theory and historical experience suggest that the...

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

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
14/07/2025, 11:06

Is there any brake on the US tariffs?

The Trump Administration has moved at breakneck speed this year with tariffs, tax cuts, deportations and more. Are there any brakes on the pace of and extent of US...

by Admin