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.
There is now a greater than 90% possibility that the Fed will lower interest rates next September. This might continue to boost gold prices next week.
The yen continued to slump with 38-year lows against the US dollar now in place. Even more worrying is the fact that at least one factor that should have enabled the yen...
The USD/VND exchange rate continued to be under a lot of pressure.
Wage developments should probably be putting more of a brake on Fed rate-cut aspirations than they seem to be doing at the moment.
The FX market remains calm. A slight levelling in the growth gap between the US and other countries, notably in Europe, is pegging the US dollar back but big moves in...
The potential reduction in interest rates by the Fed is expected to open up favourable investment opportunities in Vietnamese stocks, particularly in key sectors such as...
Gold prices have surged dramatically in response to the Israel-Iran conflct. What would happen to gold prices if the two parties stop repaying one other?
While gold prices have gained considerably this week, U.S. employment data and the Fed Chairman's comments might put them at danger next week.
The Fed Chairman's testimony to Congress and February's nonfarm payrolls data (NFP) are expected to have a significant influence on gold prices next week.
We’ve already seen in the space of a few short weeks the market adjust its expectations for rate cuts this year from around six 25-bps reductions to four.
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