MBS anticipates greater exchange rate stability in 2026, with the VND expected to depreciate by 2.5% - 3%.
Many analysts think that the yen and renminbi could be the ones to watch in 2026 and both for similar valuation-type reasons.
Unless something material changes it looks as if the US dollar will slide to the end of this year. It would round off a thoroughly miserable 2025 for the greenback.
Vietnam stock market has entered a phase of correction and consolidation, yet analysts see multiple catalysts that could support a rebound toward the end of the year.
Up to this year, so-called US economic and financial market ‘exceptionalism’ propelled the US dollar forward. But the US has not been as exceptional in 2025, and efforts...
Just as the US dollar has entered a much more stable path in recent months, so the US Treasury market has been equally comatose and this is keeping yields pretty stable...
G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
The US dollar continues to trade in a sideways fashion in trade-weighted terms. Instead, the significant directional movements are to be found in other currencies.
Many Fed officials are still wary about further rate cuts. Gold prices may suffer as a result next week.
The Fed is cutting rates while longer-term yields refuse to fall. Could this prove just as problematic as the mid-2000s, and, if so, in which way?
The financial markets are not especially concerned by the threats to the Fed’s independence.
The so-called neutral policy rate has attracted more and more attention as central banks reach, or near, the end of their easing cycles. But not only is it hugely...
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
There are two huge forces competing with each other when it comes to the US dollar right now, and its outlook for some years to come.
Many experts believe that the US government shutdown will continue to have a strong impact on gold prices next week.
The US Federal Reserve (Fed) has decided to cut its benchmark interest rate by 0.25 percentage points, lowering its policy rate to 4–4.25%. Economists view this as a...
The US August Personal Consumption Expenditures (PCE) index will be one of the primary measures used to confirm the Fed's easing stance. Thus, PCE is anticipated to have...
Major G10 currencies do not seem to be particularly attractive right now and that’s opening the door for the more minor G10 currencies, the renminbi, and other emerging...
Many analysts anticipate that the US dollar will undergo a second period of notable weakness in coming months. It might not be as dramatic as that seen this spring but...
Sometimes important announcements produce significant and instantaneous reactions in currencies. Be they about data, policy – central bank sackings. But sometimes they...
At Jackson Hole, Fed Chair Powell signaled a possible interest rate cut at the U.S. central bank's meeting next month.
According to many analysts, the gold price is unlikely to rise sharply next week after the Jackson Hole Symposium because investors remain cautious.
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