In many respects, the US seems to be in a perfect place: growth is robust, the economy is at full employment, and inflation is easing down to the Fed’s target.
Now clearly many financial assets are priced to anticipate a more volatile time ahead.
Many people spoke about a connect between the Fed and the market should former president Trump win the November 5th election.
There many supportive factors for VND include positive trade surplus; net FDI inflows; rebound of international tourist arrivals;…
Gold prices may continue to gain from rising global concern, the Federal Reserve's new easing cycle, and other factors.
FED's rate cut does not have too much impact on the Vietnamese economy in the short term, said SBS.
Owning bonds in an easing cycle seems like an obvious trade – and usually the right one. It is unlikely to be any different this time. But timing is important and so too...
The U.S. Federal Reserve (FED) has decided to cut interest rates and announced plans for further reductions until 2026. According to Dr. Can Van Luc, Chief Economist at...
In the latest meeting of the Federal Open Market Committee (FOMC), the Fed decided to cut interest rates by 50 basis points to a range of 4.75%-5%. Analysts have given...
The US dollar has been in what might be called a ‘holding pattern’ for the past couple of years. But it is close to the bottom of the range now and the question is...
In many senses it seems hard to envisage a better scenario for riskier assets than the one we have right now but, as always, there are factors that could upset this...
According to Mr. Huynh Hoang Phuong, a stock analyst, once the Federal Reserve (FED) agreed to reduce interest rates by 0.5%, both the Vietnamese and worldwide stock...
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.
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...
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...
The US is outstripping its G10 peers when it comes to productivity growth.
As central banks rev up their monetary policy easing cycles, thoughts will undoubtedly turn to the extent of rate cuts that we are likely to see over the cycle.
Many financial asset prices have recovered after the battering late last week and early this week. Will the slump in things like stocks and dollar/yen continue to fade...
Euro/US dollar has hardly left the extremely narrow 1.05-1.10 range since early 2023.
Politics and monetary policy continue to dominate FX market sentiment and this is unlikely to change in the short-term.
Federal Reserve officials have said many times that they need to be confident that inflation is sustainably moving towards the 2% target in order to ease policy.
The pressure on VND may ease up, leading VND/USD rates to fluctuate between 25,300 and 25,700 by the second half of 2024.
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