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.
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 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...
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...
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.
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.
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?
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.
There seems to be a pretty common narrative that if inflation starts to stick, rather than fall, it will either delay central bank easing or, at worst, force more rate...
Forecasts for a weaker US dollar through 2024 rest heavily not just on the Fed starting an easing cycle, but also that this cycle either causes, or is consistent with, a...
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